Strategic Family Wealth Counselors, L.L.C. Capital Group Core Plus Income Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $260 Million
- Q2 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 102,030 shares of CGCP stock, worth $2.36 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
102,030
Previous 103,127
1.06%
Holding current value
$2.36 Million
Previous $2.32 Million
2.12%
% of portfolio
0.87%
Previous 0.92%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
194Shares Held
83.5MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$192 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$135 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.82MShares$88.5 Million0.01% of portfolio
-
Johnson Bixby & Associates, LLC3.68MShares$85.1 Million13.84% of portfolio
-
Ubs Group Ag3.33MShares$77.2 Million0.02% of portfolio