Diversify Wealth Management, LLC Capital Group Core Plus Income Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 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 678,522 shares of CGCP stock, worth $15.1 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
678,522
Previous 657,490
3.2%
Holding current value
$15.1 Million
Previous $14.5 Billion
5.31%
% of portfolio
1.13%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
250Shares Held
145MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$302 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$242 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$232 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$190 Million0.08% of portfolio
-
Johnson Bixby & Associates, LLC5.54MShares$123 Million19.92% of portfolio