Diversify Wealth Management, LLC Capital Group Core Plus Income Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 751,401 shares of CGCP stock, worth $17.1 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
751,401
Previous 678,522 10.74%
Holding current value
$17.1 Million
Previous $15.2 Billion 11.18%
% of portfolio
1.05%
Previous 1.13%

Shares

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

Aug 14, 2025
BUY
$21.92 - $22.56 $1.6 Million - $1.64 Million
72,879 Added 10.74%
751,401 $16.9 Billion
Q1 2025

Apr 30, 2025
BUY
$21.94 - $22.64 $461,442 - $476,164
21,032 Added 3.2%
678,522 $15.2 Billion
Q4 2024

Jan 16, 2025
BUY
$22.13 - $23.17 $4.87 Million - $5.1 Million
220,003 Added 50.29%
657,490 $14.5 Billion
Q3 2024

Oct 25, 2024
BUY
$22.12 - $23.31 $9.68 Million - $10.2 Million
437,487 New
437,487 $9.88 Billion

Others Institutions Holding CGCP

# of Institutions
271
Shares Held
184M
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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