Swisher Financial Concepts, Inc. Capital Group Core Plus Income Transaction History
Swisher Financial Concepts, Inc.
- $140 Million
- Q2 2025
A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 258,879 shares of CGCP stock, worth $5.9 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
258,879
Previous 256,269
1.02%
Holding current value
$5.9 Million
Previous $5.74 Million
1.46%
% of portfolio
4.15%
Previous 5.29%
Shares
5 transactions
Others Institutions Holding CGCP
# of Institutions
271Shares Held
184MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA26.8MShares$610 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$336 Million0.12% of portfolio
-
Morgan Stanley New York, NY14.4MShares$328 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$265 Million0.06% of portfolio
-
Envestnet Asset Management Inc7.6MShares$173 Million0.05% of portfolio