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 $6.14 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
271,468
Previous 256,066
6.01%
Holding current value
$6.14 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
183MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA26.8MShares$606 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$333 Million0.12% of portfolio
-
Morgan Stanley New York, NY14.4MShares$326 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$263 Million0.06% of portfolio
-
Envestnet Asset Management Inc7.6MShares$172 Million0.05% of portfolio