Fortress Wealth Management, Inc. Capital Group Core Plus Income Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 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 255,126 shares of CGCP stock, worth $5.68 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
255,126
Previous 480,282
46.88%
Holding current value
$5.68 Million
Previous $11.1 Million
49.02%
% of portfolio
3.2%
Previous 6.16%
Shares
9 transactions
Others Institutions Holding CGCP
# of Institutions
214Shares Held
113MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$246 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC4.4MShares$97.9 Million15.66% of portfolio