Centric Wealth Management Capital Group Core Plus Income Transaction History

Centric Wealth Management

$350 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$22.12 - $23.31 $2.42 Million - $2.54 Million	109,179 New	109,179 $2.52 Million

Others Institutions Holding CGCP

# of Institutions

237

Shares Held

134M

Call Options Held

0

Put Options Held

0

Capital International Investors Los Angeles, CA

13.6M
Shares

$303 Million
0.06% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$243 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

10.4M
Shares

$233 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

8.52M
Shares

$191 Million
0.08% of portfolio
Envestnet Asset Management Inc

4.49M
Shares

$101 Million
0.03% of portfolio

About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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