Olistico Wealth, LLC Capital Group Core Plus Income Transaction History

Olistico Wealth, LLC

  • $180 Billion
  • Q2 2025

A detailed history of Olistico Wealth, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Olistico Wealth, LLC holds 6,440 shares of CGCP stock, worth $145,672. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,440
Previous 5,346 20.46%
Holding current value
$145,672
Previous $120 Million 20.73%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Jul 22, 2025
BUY
$21.92 - $22.56 $23,980 - $24,680
1,094 Added 20.46%
6,440 $145 Million
Q1 2025

Apr 29, 2025
BUY
$21.94 - $22.64 $22,927 - $23,658
1,045 Added 24.3%
5,346 $120 Million
Q4 2024

Jan 17, 2025
SELL
$22.13 - $23.17 $5,244 - $5,491
-237 Reduced 5.22%
4,301 $95.5 Million
Q3 2024

Oct 08, 2024
BUY
$22.12 - $23.31 $57,666 - $60,769
2,607 Added 135.01%
4,538 $105 Million
Q2 2024

Jul 09, 2024
BUY
$21.83 - $22.48 $42,153 - $43,408
1,931 New
1,931 $42.9 Million

Others Institutions Holding CGCP

# of Institutions
270
Shares Held
179M
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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