Cornerstone Wealth Management, LLC Capital Group Core Plus Income Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 107,527 shares of CGCP stock, worth $2.4 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
107,527
Previous 108,074
0.51%
Holding current value
$2.4 Million
Previous $2.5 Million
4.48%
% of portfolio
0.17%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding CGCP
# of Institutions
226Shares Held
120MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$247 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$123 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC4.4MShares$98.3 Million15.66% of portfolio