Carson Allaria Wealth Management, Ltd. Capital Group Core Plus Income Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,049 shares of CGCP stock, worth $23,350. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,049
Previous 1,049
-0.0%
Holding current value
$23,350
Previous $24,000
4.17%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
222Shares Held
115MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$246 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC4.4MShares$98 Million15.66% of portfolio