Avantax Advisory Services, Inc. Capital Group Core Plus Income Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 188,867 shares of CGCP stock, worth $4.2 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
188,867
Previous 155,686
21.31%
Holding current value
$4.2 Million
Previous $3.46 Million
26.22%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding CGCP
# of Institutions
215Shares Held
112MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$245 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$168 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.23MShares$94.1 Million0.22% of portfolio