Lodestone Wealth Management LLC Capital Group Core Plus Income Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 149,570 shares of CGCP stock, worth $3.45 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
149,570
Previous 149,033
0.36%
Holding current value
$3.45 Million
Previous $3.35 Billion
0.71%
% of portfolio
1.75%
Previous 1.76%
Shares
7 transactions
Others Institutions Holding CGCP
# of Institutions
194Shares Held
83.5MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$191 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$134 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.82MShares$88.1 Million0.01% of portfolio
-
Johnson Bixby & Associates, LLC3.68MShares$84.7 Million13.84% of portfolio
-
Ubs Group Ag3.33MShares$76.8 Million0.02% of portfolio