Clearview Wealth Advisors LLC Capital Group Core Plus Income Transaction History
Clearview Wealth Advisors LLC
- $139 Million
- Q2 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 549,551 shares of CGCP stock, worth $12.4 Million. This represents 8.91% of its overall portfolio holdings.
Number of Shares
549,551
Previous 532,727
3.16%
Holding current value
$12.4 Million
Previous $12 Million
3.39%
% of portfolio
8.91%
Previous 9.1%
Shares
5 transactions
Others Institutions Holding CGCP
# of Institutions
268Shares Held
173MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA20.8MShares$469 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$332 Million0.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$311 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$270 Million0.06% of portfolio
-
Envestnet Asset Management Inc7.6MShares$171 Million0.05% of portfolio