Valmark Advisers, Inc. Capital Group Core Plus Income Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Valmark Advisers, Inc. holds 155,270 shares of CGCP stock, worth $3.47 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
155,270
Previous 88,804
74.85%
Holding current value
$3.47 Million
Previous $2.05 Million
67.8%
% of portfolio
0.05%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding CGCP
# of Institutions
237Shares Held
134MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$303 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$243 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$233 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