Concurrent Investment Advisors, LLC Capital Group Core Plus Income Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 330,110 shares of CGCP stock, worth $7.35 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
330,110
Previous 307,719
7.28%
Holding current value
$7.35 Million
Previous $6.84 Billion
11.62%
% of portfolio
0.23%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
222Shares Held
115MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$246 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC4.4MShares$98 Million15.66% of portfolio