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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$22.12 - $23.31 $132,432 - $139,556
5,987 Added 2.62%
234,717 $5.43 Million
Q2 2024

Jul 25, 2024

BUY
$21.83 - $22.48 $193,675 - $199,442
8,872 Added 4.04%
228,730 $5.08 Million
Q1 2024

Apr 24, 2024

BUY
$22.27 - $22.91 $209,538 - $215,560
9,409 Added 4.47%
219,858 $4.94 Million
Q4 2023

Jan 22, 2024

BUY
$21.01 - $22.93 $175,097 - $191,098
8,334 Added 4.12%
210,449 $4.78 Million
Q3 2023

Oct 13, 2023

BUY
$21.5 - $22.5 $70,799 - $74,092
3,293 Added 1.66%
202,115 $4.35 Million
Q2 2023

Jul 14, 2023

BUY
$22.26 - $22.95 $93,536 - $96,435
4,202 Added 2.16%
198,822 $4.43 Million
Q1 2023

Apr 17, 2023

BUY
$22.02 - $23.09 $429,059 - $449,908
19,485 Added 11.13%
194,620 $4.44 Million
Q4 2022

Jan 20, 2023

SELL
$21.49 - $22.83 $295,616 - $314,049
-13,756 Reduced 7.28%
175,135 $3.9 Million
Q3 2022

Oct 24, 2022

BUY
$21.83 - $23.98 $3.75 Million - $4.12 Million
171,754 Added 1002.24%
188,891 $4.13 Million
Q2 2022

Jul 21, 2022

BUY
$23.03 - $25.26 $360,396 - $395,293
15,649 Added 1051.68%
17,137 $399,000
Q1 2022

Apr 26, 2022

BUY
$25.08 - $25.77 $37,319 - $38,345
1,488 New
1,488 $37,000

Others Institutions Holding CGCP

About CAPITAL GROUP CORE PLUS INCOME


  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
Track This Portfolio

Track Landmark Wealth Management, LLC Portfolio

Follow Landmark Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.