Ridgeline Wealth Planning, LLC Capital Group Core Plus Income Transaction History
Ridgeline Wealth Planning, LLC
- $121 Billion
- Q2 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 16,447 shares of CGCP stock, worth $370,386. This represents 0.3% of its overall portfolio holdings.
Number of Shares
16,447
Previous 16,743
1.77%
Holding current value
$370,386
Previous $376 Million
1.55%
% of portfolio
0.3%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
266Shares Held
170MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA20.8MShares$469 Million0.1% of portfolio
-
Morgan Stanley New York, NY13.8MShares$311 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$279 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$270 Million0.06% of portfolio
-
Envestnet Asset Management Inc7.6MShares$171 Million0.05% of portfolio