Financial Perspectives, Inc Capital Group Core Plus Income Transaction History
Financial Perspectives, Inc
- $298 Billion
- Q4 2024
A detailed history of Financial Perspectives, Inc transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,925 shares of CGCP stock, worth $155,951. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,925
Previous 5,571
24.3%
Holding current value
$155,951
Previous $129 Million
19.36%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding CGCP
# of Institutions
241Shares Held
139MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$305 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$244 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$235 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$192 Million0.08% of portfolio
-
Envestnet Asset Management Inc4.49MShares$101 Million0.03% of portfolio