Core Wealth Partners LLC Capital Group Core Plus Income Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 2024
A detailed history of Core Wealth Partners LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Core Wealth Partners LLC holds 202,178 shares of CGCP stock, worth $4.54 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
202,178
Previous 48,319
318.42%
Holding current value
$4.54 Million
Previous $1.07 Billion
335.36%
% of portfolio
2.83%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
211Shares Held
111MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$248 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$187 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$170 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$123 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.23MShares$95.2 Million0.22% of portfolio