Strategic Family Wealth Counselors, L.L.C. Capital Group Core Plus Income Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $281 Million
- Q3 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 105,445 shares of CGCP stock, worth $2.35 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
105,445
Previous 102,030
3.35%
Holding current value
$2.35 Million
Previous $2.27 Million
7.5%
% of portfolio
0.87%
Previous 0.87%
Shares
4 transactions
Others Institutions Holding CGCP
# of Institutions
211Shares Held
111MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$246 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.23MShares$94.4 Million0.22% of portfolio