Intergy Private Wealth, LLC Capital Group Core Plus Income Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
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 40,667 shares of CGCP stock, worth $910,940. This represents 0.34% of its overall portfolio holdings.
Number of Shares
40,667
Previous 37,669
7.96%
Holding current value
$910,940
Previous $870,000
3.68%
% of portfolio
0.34%
Previous 0.34%
Shares
11 transactions
Others Institutions Holding CGCP
# of Institutions
242Shares Held
140MCall 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$233 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$191 Million0.08% of portfolio
-
Envestnet Asset Management Inc4.49MShares$101 Million0.03% of portfolio