Avantax Advisory Services, Inc. Capital Group Core Plus Income Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 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 155,686 shares of CGCP stock, worth $3.61 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
155,686
Previous 121,530
28.1%
Holding current value
$3.61 Million
Previous $2.73 Million
26.75%
% of portfolio
0.03%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding CGCP
# of Institutions
194Shares Held
83.5MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$192 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$135 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.82MShares$88.5 Million0.01% of portfolio
-
Johnson Bixby & Associates, LLC3.68MShares$85.1 Million13.84% of portfolio
-
Ubs Group Ag3.33MShares$77.2 Million0.02% of portfolio