Clearview Wealth Advisors LLC Capital Group Core Plus Income Transaction History
Clearview Wealth Advisors LLC
- $129 Million
- Q3 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 515,570 shares of CGCP stock, worth $11.5 Million. This represents 9.27% of its overall portfolio holdings.
Number of Shares
515,570
Previous 445,429
15.75%
Holding current value
$11.5 Million
Previous $9.9 Million
20.43%
% of portfolio
9.27%
Previous 8.69%
Shares
2 transactions
Others Institutions Holding CGCP
# of Institutions
211Shares Held
110MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$247 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$186 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$170 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$123 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.23MShares$94.8 Million0.22% of portfolio