Strategic Family Wealth Counselors, L.L.C. Capital Group Core Plus Income Transaction History

Strategic Family Wealth Counselors, L.L.C.

$293 Million
Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 57,048 shares of CGCP stock, worth $1.29 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

57,048

Previous 105,445 45.9%

Holding current value

$1.29 Million

Previous $2.44 Million 48.09%

% of portfolio

0.43%

Previous 0.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$22.13 - $23.17 $1.07 Million - $1.12 Million	-48,397 Reduced 45.9%	57,048 $1.27 Million
Q3 2024 Oct 31, 2024	BUY	$22.12 - $23.31 $75,539 - $79,603	3,415 Added 3.35%	105,445 $2.44 Million
Q2 2024 Aug 14, 2024	SELL	$21.83 - $22.48 $23,947 - $24,660	-1,097 Reduced 1.06%	102,030 $2.27 Million
Q1 2024 May 14, 2024	BUY	$22.27 - $22.91 $425,557 - $437,787	19,109 Added 22.74%	103,127 $2.32 Million
Q4 2023 Jan 29, 2024	BUY	$21.01 - $22.93 $1.77 Million - $1.93 Million	84,018 New	84,018 $1.91 Million

Others Institutions Holding CGCP

# of Institutions

240

Shares Held

137M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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Industry ETFs

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Strategic Family Wealth Counselors, L.L.C. Capital Group Core Plus Income Transaction History