Marshall & Sterling Wealth Advisors Inc. Capital Group Core Plus Income Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,274 shares of CGCP stock, worth $52,006. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,274
Previous 1,931 17.76%
Holding current value
$52,006
Previous $43.4 Million 18.03%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$21.92 - $22.56 $7,518 - $7,738
343 Added 17.76%
2,274 $51.2 Million
Q1 2025

May 15, 2025
BUY
$21.94 - $22.64 $42,366 - $43,717
1,931 New
1,931 $43.4 Million

Others Institutions Holding CGCP

# of Institutions
271
Shares Held
187M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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