Iht Wealth Management, LLC Capital Group Core Plus Income Transaction History
Iht Wealth Management, LLC
- $3.06 Billion
- Q1 2025
A detailed history of Iht Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Iht Wealth Management, LLC holds 195,595 shares of CGCP stock, worth $4.4 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
195,595
Previous 27,965
599.43%
Holding current value
$4.4 Million
Previous $620,000
608.23%
% of portfolio
0.14%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CGCP
# of Institutions
259Shares Held
166MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA20.8MShares$469 Million0.1% of portfolio
-
Morgan Stanley New York, NY13.8MShares$311 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$279 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$270 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC5.63MShares$127 Million18.82% of portfolio