J.W. Cole Advisors, Inc. Capital Group Core Plus Income Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 14,255 shares of CGCP stock, worth $326,011. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,255
Previous 11,014
29.43%
Holding current value
$326,011
Previous $247,000
29.55%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CGCP
# of Institutions
271Shares Held
187MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA26.8MShares$613 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$337 Million0.12% of portfolio
-
Morgan Stanley New York, NY14.4MShares$330 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$266 Million0.06% of portfolio
-
Envestnet Asset Management Inc7.6MShares$174 Million0.05% of portfolio