Black Diamond Wealth Management Inc. Capital Group Core Plus Income Transaction History
Black Diamond Wealth Management Inc.
- $145 Million
- Q4 2024
A detailed history of Black Diamond Wealth Management Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 88,762 shares of CGCP stock, worth $1.98 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
88,762
Previous 90,527
1.95%
Holding current value
$1.98 Million
Previous $2.09 Million
5.88%
% of portfolio
1.36%
Previous 1.55%
Shares
9 transactions
Others Institutions Holding CGCP
# of Institutions
250Shares Held
145MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$302 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$242 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$232 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$190 Million0.08% of portfolio
-
Johnson Bixby & Associates, LLC5.54MShares$123 Million19.92% of portfolio