Landmark Wealth Management, LLC Capital Group Core Plus Income Transaction History
Landmark Wealth Management, LLC
- $230 Million
- Q3 2024
A detailed history of Landmark Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 234,717 shares of CGCP stock, worth $5.26 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
234,717
Previous 228,730
2.62%
Holding current value
$5.26 Million
Previous $5.08 Million
6.79%
% of portfolio
2.36%
Previous 3.96%
Shares
11 transactions
Others Institutions Holding CGCP
# of Institutions
211Shares Held
110MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$247 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$186 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$170 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$123 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.23MShares$94.8 Million0.22% of portfolio