Beam Wealth Advisors, Inc. Capital Group Core Plus Income Transaction History
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 12,634 shares of CGCP stock, worth $287,802. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,634Holding current value
$287,802% of portfolio
0.09%Shares
2 transactions
Others Institutions Holding CGCP
# of Institutions
271Shares Held
184MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA26.8MShares$610 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC14.7MShares$336 Million0.12% of portfolio
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Morgan Stanley New York, NY14.4MShares$328 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA11.6MShares$265 Million0.06% of portfolio
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Envestnet Asset Management Inc7.6MShares$173 Million0.05% of portfolio