True Wealth Advisors, LLC Capital Group Core Plus Income Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
A detailed history of True Wealth Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, True Wealth Advisors, LLC holds 34,239 shares of CGCP stock, worth $793,317. This represents 0.31% of its overall portfolio holdings.
Number of Shares
34,239
Previous 20,836
64.33%
Holding current value
$793,317
Previous $467,000
62.74%
% of portfolio
0.31%
Previous 0.19%
Shares
2 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$88.6 Million0.01% of portfolio
-
Johnson Bixby & Associates, LLC3.68MShares$85.2 Million13.84% of portfolio
-
Ubs Group Ag3.33MShares$77.2 Million0.02% of portfolio