Peterson Wealth Advisors, LLC Capital Group Core Plus Income Transaction History
Peterson Wealth Advisors, LLC
- $482 Million
- Q4 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 19,152 shares of CGCP stock, worth $432,835. This represents 0.09% of its overall portfolio holdings.
Number of Shares
19,152Holding current value
$432,835% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding CGCP
# of Institutions
240Shares Held
137MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$306 Million0.06% of portfolio
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Morgan Stanley New York, NY10.8MShares$245 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA10.4MShares$235 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC8.52MShares$193 Million0.08% of portfolio
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Envestnet Asset Management Inc4.49MShares$102 Million0.03% of portfolio