Bernardo Wealth Planning LLC Capital Group Core Plus Income Transaction History

Bernardo Wealth Planning LLC

  • $359 Million
  • Q1 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 790,150 shares of CGCP stock, worth $17.7 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares
790,150
Previous 687,453 14.94%
Holding current value
$17.7 Million
Previous $15.6 Million 13.72%
% of portfolio
4.94%
Previous 4.92%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$22.27 - $22.91 $2.29 Million - $2.35 Million
102,697 Added 14.94%
790,150 $17.7 Million
Q4 2023

Jan 25, 2024
BUY
$21.01 - $22.93 $2.28 Million - $2.49 Million
108,390 Added 18.72%
687,453 $15.6 Million
Q3 2023

Oct 30, 2023
BUY
$21.5 - $22.5 $1.61 Million - $1.68 Million
74,851 Added 14.85%
579,063 $12.4 Million
Q2 2023

Jul 21, 2023
BUY
$22.26 - $22.95 $11.2 Million - $11.6 Million
504,212 New
504,212 $11.2 Million

Others Institutions Holding CGCP

# of Institutions
168
Shares Held
63.9M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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