Clearview Wealth Advisors LLC Capital Group Core Plus Income Transaction History
Clearview Wealth Advisors LLC
- $150 Million
- Q3 2025
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 601,461 shares of CGCP stock, worth $13.6 Million. This represents 9.08% of its overall portfolio holdings.
Number of Shares
601,461
Previous 549,551
9.45%
Holding current value
$13.6 Million
Previous $12.4 Million
10.52%
% of portfolio
9.08%
Previous 8.91%
Shares
6 transactions
Others Institutions Holding CGCP
# of Institutions
286Shares Held
210MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA33.1MShares$749 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC19MShares$430 Million0.13% of portfolio
-
Morgan Stanley New York, NY16.1MShares$365 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA13MShares$295 Million0.06% of portfolio
-
Envestnet Asset Management Inc9.03MShares$204 Million0.06% of portfolio