True Wealth Advisors, LLC Capital Group Core Plus Income Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
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 40,298 shares of CGCP stock, worth $906,302. This represents 0.33% of its overall portfolio holdings.
Number of Shares
40,298
Previous 42,872
6.0%
Holding current value
$906,302
Previous $960,000
5.63%
% of portfolio
0.33%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding CGCP
# of Institutions
256Shares Held
166MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA20.8MShares$469 Million0.1% of portfolio
-
Morgan Stanley New York, NY13.8MShares$310 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$279 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$270 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC5.63MShares$127 Million18.82% of portfolio