Avantax Advisory Services, Inc. Capital Group Core Plus Income Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
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 271,468 shares of CGCP stock, worth $6.18 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
271,468
Previous 256,066
6.01%
Holding current value
$6.18 Million
Previous $5.75 Million
6.26%
% of portfolio
0.03%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding CGCP
# of Institutions
270Shares Held
184MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA26.8MShares$610 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$336 Million0.12% of portfolio
-
Morgan Stanley New York, NY14.4MShares$328 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$265 Million0.06% of portfolio
-
Envestnet Asset Management Inc7.6MShares$173 Million0.05% of portfolio