Diversify Wealth Management, LLC Capital Group Core Plus Income Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 437,487 shares of CGCP stock, worth $9.71 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
437,487Holding current value
$9.71 Million% of portfolio
0.95%Shares
1 transactions
Others Institutions Holding CGCP
# of Institutions
211Shares Held
111MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$245 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA8.3MShares$184 Million0.04% of portfolio
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Morgan Stanley New York, NY7.58MShares$168 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
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Cetera Investment Advisers Schaumburg, IL4.23MShares$93.9 Million0.22% of portfolio