Carson Advisory Inc. Capital Group Core Plus Income Transaction History
Carson Advisory Inc.
- $145 Million
- Q2 2025
A detailed history of Carson Advisory Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Carson Advisory Inc. holds 13,689 shares of CGCP stock, worth $313,067. This represents 0.21% of its overall portfolio holdings.
Number of Shares
13,689
Previous 8,959
52.8%
Holding current value
$313,067
Previous $201,000
53.23%
% of portfolio
0.21%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding CGCP
# of Institutions
271Shares Held
187MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA26.8MShares$613 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$337 Million0.12% of portfolio
-
Morgan Stanley New York, NY14.4MShares$330 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$266 Million0.06% of portfolio
-
Envestnet Asset Management Inc7.6MShares$174 Million0.05% of portfolio