Financial Perspectives, Inc Capital Group Core Plus Income Transaction History
Financial Perspectives, Inc
- $271 Billion
- Q2 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 5,571 shares of CGCP stock, worth $128,355. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,571
Previous 5,571
-0.0%
Holding current value
$128,355
Previous $125 Million
1.07%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
194Shares Held
83.5MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$191 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$134 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.82MShares$88.1 Million0.01% of portfolio
-
Johnson Bixby & Associates, LLC3.68MShares$84.7 Million13.84% of portfolio
-
Ubs Group Ag3.33MShares$76.8 Million0.02% of portfolio