Fortress Wealth Management, Inc. Capital Group Core Plus Income Transaction History
Fortress Wealth Management, Inc.
- $173 Million
- Q2 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 437,582 shares of CGCP stock, worth $10.1 Million. This represents 5.62% of its overall portfolio holdings.
Number of Shares
437,582
Previous 438,715
0.26%
Holding current value
$10.1 Million
Previous $9.85 Million
1.32%
% of portfolio
5.62%
Previous 5.78%
Shares
7 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