Wr Wealth Planners, LLC Capital Group Core Plus Income Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 12,971 shares of CGCP stock, worth $290,550. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,971
Previous 12,688
2.23%
Holding current value
$290,550
Previous $281,000
6.41%
% of portfolio
0.09%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding CGCP
# of Institutions
211Shares Held
110MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$247 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$186 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$170 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$123 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.23MShares$94.8 Million0.22% of portfolio