Holistic Planning, LLC Capital Group Core Plus Income Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Holistic Planning, LLC holds 13,705 shares of CGCP stock, worth $305,621. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,705
Previous 12,505 9.6%
Holding current value
$305,621
Previous $278 Million 10.83%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$21.94 - $22.64 $26,328 - $27,168
1,200 Added 9.6%
13,705 $308 Million
Q4 2024

Jan 24, 2025
BUY
$22.13 - $23.17 $276,735 - $289,740
12,505 New
12,505 $278 Million

Others Institutions Holding CGCP

# of Institutions
252
Shares Held
158M
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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