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 47,137 shares of CGCP stock, worth $1.05 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
47,137
Previous 40,858 15.37%
Holding current value
$1.05 Million
Previous $944,000 10.7%
% of portfolio
0.4%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$22.13 - $23.17 $138,954 - $145,484
6,279 Added 15.37%
47,137 $1.05 Million
Q3 2024

Oct 29, 2024

BUY
$22.12 - $23.31 $146,412 - $154,288
6,619 Added 19.33%
40,858 $944,000
Q2 2024

Jul 24, 2024

BUY
$21.83 - $22.48 $292,587 - $301,299
13,403 Added 64.33%
34,239 $760,000
Q1 2024

Apr 23, 2024

BUY
$22.27 - $22.91 $464,017 - $477,352
20,836 New
20,836 $467,000

Others Institutions Holding CGCP

About CAPITAL GROUP CORE PLUS INCOME


  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.