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 $3.46 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
155,270
Previous 88,804
74.85%
Holding current value
$3.46 Million
Previous $2.05 Million
67.8%
% of portfolio
0.05%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding CGCP
# of Institutions
222Shares Held
115MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$246 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC4.4MShares$98 Million15.66% of portfolio