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 $23,497. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,049
Previous 1,049 -0.0%
Holding current value
$23,497
Previous $23,000 4.35%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 26, 2023
SELL
$22.02 - $23.09 $34,373 - $36,043
-1,561 Reduced 59.81%
1,049 $23,000
Q4 2022

Feb 06, 2023
SELL
$21.49 - $22.83 $262,135 - $278,480
-12,198 Reduced 82.37%
2,610 $58,000
Q3 2022

Nov 09, 2022
BUY
$21.83 - $23.98 $323,258 - $355,095
14,808 New
14,808 $324,000

Others Institutions Holding CGCP

# of Institutions
211
Shares Held
110M
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
Track This Portfolio

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email