Concurrent Investment Advisors, LLC Capital Group Core Plus Income Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
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 360,140 shares of CGCP stock, worth $7.99 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
360,140
Previous 341,941
5.32%
Holding current value
$7.99 Million
Previous $7.59 Billion
6.51%
% of portfolio
0.2%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding CGCP
# of Institutions
255Shares Held
164MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA20.8MShares$462 Million0.1% of portfolio
-
Morgan Stanley New York, NY13.8MShares$306 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$275 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$267 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC5.54MShares$123 Million19.92% of portfolio