Intergy Private Wealth, LLC Capital Group Core Plus Income Call Options Transaction History

Intergy Private Wealth, LLC

$260 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CGCP

# of Institutions

246

Shares Held

145M

Call Options Held

0

Put Options Held

0

Capital International Investors Los Angeles, CA

13.6M
Shares

$304 Million
0.06% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$243 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

10.4M
Shares

$234 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

8.52M
Shares

$191 Million
0.08% of portfolio
Johnson Bixby & Associates, LLC

5.54M
Shares

$124 Million
19.92% of portfolio

About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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