Kestra Private Wealth Services, LLC Capital Group Core Plus Income Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 206,508 shares of CGCP stock, worth $4.6 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
206,508
Previous 129,699
59.22%
Holding current value
$4.6 Million
Previous $3 Million
52.84%
% of portfolio
0.08%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding CGCP
# of Institutions
222Shares Held
115MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$246 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC4.4MShares$98 Million15.66% of portfolio