Integrated Wealth Concepts LLC Capital Group Core Plus Income Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 22,388 shares of CGCP stock, worth $507,088. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,388
Previous 24,894 10.07%
Holding current value
$507,088
Previous $560,000 9.29%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$22.27 - $22.95 $55,808 - $57,512
-2,506 Reduced 10.07%
22,388 $508,000
Q2 2025

Aug 14, 2025
BUY
$21.92 - $22.56 $218,630 - $225,013
9,974 Added 66.85%
24,894 $560,000
Q1 2025

May 15, 2025
BUY
$21.94 - $22.64 $127,032 - $131,085
5,790 Added 63.42%
14,920 $334,000
Q3 2024

Nov 14, 2024
SELL
$22.12 - $23.31 $9,401 - $9,906
-425 Reduced 4.45%
9,130 $211,000
Q1 2024

May 15, 2024
BUY
$22.27 - $22.91 $212,789 - $218,905
9,555 New
9,555 $214,000

Others Institutions Holding CGCP

# of Institutions
285
Shares Held
206M
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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