True Wealth Advisors, LLC Capital Group Core Plus Income Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 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 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
Others Institutions Holding CGCP
# of Institutions
220Shares Held
114MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$247 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$186 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$123 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC4.4MShares$98.5 Million15.66% of portfolio