Intergy Private Wealth, LLC Capital Group Core Plus Income Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q1 2025
A detailed history of Intergy Private Wealth, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 40,595 shares of CGCP stock, worth $911,357. This represents 0.35% of its overall portfolio holdings.
Number of Shares
40,595
Previous 40,667
0.18%
Holding current value
$911,357
Previous $902,000
0.78%
% of portfolio
0.35%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding CGCP
# of Institutions
246Shares Held
145MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$304 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$243 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$234 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$191 Million0.08% of portfolio
-
Johnson Bixby & Associates, LLC5.54MShares$124 Million19.92% of portfolio