Swisher Financial Concepts, Inc. Capital Group Core Plus Income Transaction History
Swisher Financial Concepts, Inc.
- $109 Million
- Q1 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 256,269 shares of CGCP stock, worth $5.66 Million. This represents 5.29% of its overall portfolio holdings.
Number of Shares
256,269
Previous 124,374
106.05%
Holding current value
$5.66 Million
Previous $2.76 Million
108.05%
% of portfolio
5.29%
Previous 3.4%
Shares
4 transactions
Others Institutions Holding CGCP
# of Institutions
248Shares Held
141MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$300 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$240 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$230 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$188 Million0.08% of portfolio
-
Envestnet Asset Management Inc4.49MShares$99.3 Million0.03% of portfolio