Congress Wealth Management LLC Capital Group Core Plus Income Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Congress Wealth Management LLC holds 46,702 shares of CGCP stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
46,702
Previous 35,826 30.36%
Holding current value
$1.06 Million
Previous $804,000 30.6%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$21.92 - $22.56 $238,401 - $245,362
10,876 Added 30.36%
46,702 $1.05 Million
Q1 2025

May 14, 2025
BUY
$21.94 - $22.64 $786,022 - $811,100
35,826 New
35,826 $804,000

Others Institutions Holding CGCP

# of Institutions
286
Shares Held
209M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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