Ridgeline Wealth Planning, LLC Capital Group Core Plus Income Transaction History
Ridgeline Wealth Planning, LLC
- $102 Billion
- Q1 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 16,743 shares of CGCP stock, worth $374,038. This represents 0.37% of its overall portfolio holdings.
Number of Shares
16,743
Previous 17,509
4.37%
Holding current value
$374,038
Previous $389 Million
3.3%
% of portfolio
0.37%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding CGCP
# of Institutions
255Shares Held
164MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA20.8MShares$466 Million0.1% of portfolio
-
Morgan Stanley New York, NY13.8MShares$308 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$277 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$268 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC5.54MShares$124 Million19.92% of portfolio