Wbh Advisory Inc Capital Group Core Plus Income Transaction History
Wbh Advisory Inc
- $1.16 Billion
- Q2 2025
A detailed history of Wbh Advisory Inc transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Wbh Advisory Inc holds 429,060 shares of CGCP stock, worth $9.66 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
429,060
Previous 413,481
3.77%
Holding current value
$9.66 Million
Previous $9.28 Million
4.0%
% of portfolio
0.83%
Previous 0.87%
Shares
8 transactions
Others Institutions Holding CGCP
# of Institutions
265Shares Held
170MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA20.8MShares$469 Million0.1% of portfolio
-
Morgan Stanley New York, NY13.8MShares$311 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
-
Envestnet Asset Management Inc7.6MShares$171 Million0.05% of portfolio