Sea Crest Wealth Management, LLC Capital Group Core Plus Income Transaction History

Sea Crest Wealth Management, LLC

$852 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$23.03 - $25.26 $23,168 - $25,411	1,006 New	1,006 $23,000

Others Institutions Holding CGCP

# of Institutions

244

Shares Held

141M

Call Options Held

0

Put Options Held

0

Capital International Investors Los Angeles, CA

13.6M
Shares

$304 Million
0.06% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$243 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

10.4M
Shares

$233 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

8.52M
Shares

$191 Million
0.08% of portfolio
Envestnet Asset Management Inc

4.49M
Shares

$101 Million
0.03% of portfolio

About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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