Beam Wealth Advisors, Inc. Capital Group Core Plus Income Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
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 11,528 shares of CGCP stock, worth $254,768. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,528Holding current value
$254,768% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding CGCP
# of Institutions
247Shares Held
141MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$300 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$240 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$230 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC8.52MShares$188 Million0.08% of portfolio
-
Envestnet Asset Management Inc4.49MShares$99.3 Million0.03% of portfolio