Intergy Private Wealth, LLC Capital Group Core Plus Income Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 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 36,401 shares of CGCP stock, worth $839,407. This represents 0.34% of its overall portfolio holdings.
Number of Shares
36,401
Previous 24,275
49.95%
Holding current value
$839,407
Previous $545,000
48.26%
% of portfolio
0.34%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding CGCP
# of Institutions
194Shares Held
83.5MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$191 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$134 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.82MShares$88.1 Million0.01% of portfolio
-
Johnson Bixby & Associates, LLC3.68MShares$84.8 Million13.84% of portfolio
-
Ubs Group Ag3.33MShares$76.9 Million0.02% of portfolio