Ever Source Wealth Advisors, LLC Capital Group Core Plus Income Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 133,495 shares of CGCP stock, worth $2.99 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
133,495
Previous 120,018 11.23%
Holding current value
$2.99 Million
Previous $2.67 Million 15.75%
% of portfolio
0.21%
Previous 0.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$22.12 - $23.31 $298,111 - $314,148
13,477 Added 11.23%
133,495 $3.09 Million
Q2 2024

Aug 13, 2024
BUY
$21.83 - $22.48 $1.15 Million - $1.18 Million
52,698 Added 78.28%
120,018 $2.67 Million
Q1 2024

Jun 11, 2024
BUY
$22.27 - $22.91 $985,670 - $1.01 Million
44,260 Added 191.93%
67,320 $1.51 Million
Q4 2023

Feb 09, 2024
BUY
$21.01 - $22.93 $419,254 - $457,568
19,955 Added 642.67%
23,060 $523,000
Q3 2023

Nov 03, 2023
BUY
$21.5 - $22.5 $10,427 - $10,912
485 Added 18.51%
3,105 $66,000
Q2 2023

Aug 04, 2023
BUY
$22.26 - $22.95 $712 - $734
32 Added 1.24%
2,620 $58,000
Q1 2023

May 11, 2023
BUY
$22.02 - $23.09 $550 - $577
25 Added 0.98%
2,588 $58,000
Q4 2022

Feb 09, 2023
BUY
$21.49 - $22.83 $429 - $456
20 Added 0.79%
2,563 $57,000
Q3 2022

Nov 07, 2022
BUY
$21.83 - $23.98 $55,513 - $60,981
2,543 New
2,543 $56,000

Others Institutions Holding CGCP

# of Institutions
211
Shares Held
110M
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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