Tempus Wealth Planning, LLC Capital Group Core Plus Income Transaction History
Tempus Wealth Planning, LLC
- $297 Million
- Q4 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 33,685 shares of CGCP stock, worth $755,891. This represents 0.25% of its overall portfolio holdings.
Number of Shares
33,685
Previous 29,211
15.32%
Holding current value
$755,891
Previous $675,000
10.67%
% of portfolio
0.25%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding CGCP
# of Institutions
239Shares Held
137MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$304 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$243 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$234 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$191 Million0.08% of portfolio
-
Envestnet Asset Management Inc4.49MShares$101 Million0.03% of portfolio