Carson Allaria Wealth Management, Ltd. Capital Group Core Plus Income Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q3 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 $23,224. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,049
Previous 1,049
-0.0%
Holding current value
$23,224
Previous $23,000
4.35%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
211Shares Held
111MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$244 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$184 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$168 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.23MShares$93.7 Million0.22% of portfolio