Wealth Enhancement Advisory Services, LLC Capital Group Core Plus Income Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,553,363 shares of CGCP stock, worth $34.6 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,553,363
Previous 1,537,231 1.05%
Holding current value
$34.6 Million
Previous $34.1 Million 2.23%
% of portfolio
0.07%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$21.94 - $22.64 $353,936 - $365,228
16,132 Added 1.05%
1,553,363 $34.9 Million
Q4 2024

Mar 17, 2025
BUY
$22.13 - $23.17 $23.8 Million - $25 Million
1,077,557 Added 234.42%
1,537,231 $34.1 Million
Q4 2024

Jan 10, 2025
SELL
$22.13 - $23.17 $22 - $23
-1 Reduced -0.0%
459,674 $10.2 Million
Q3 2024

Oct 23, 2024
SELL
$22.12 - $23.31 $559,348 - $589,439
-25,287 Reduced 5.21%
459,675 $10.6 Million
Q2 2024

Jul 16, 2024
BUY
$21.83 - $22.48 $972,199 - $1 Million
44,535 Added 10.11%
484,962 $10.8 Million
Q1 2024

Apr 15, 2024
BUY
$22.27 - $22.91 $3.67 Million - $3.77 Million
164,676 Added 59.72%
440,427 $9.89 Million
Q4 2023

Jan 30, 2024
SELL
$21.01 - $22.93 $3.72 Million - $4.06 Million
-177,268 Reduced 39.13%
275,751 $6.26 Million
Q3 2023

Nov 13, 2023
BUY
$21.5 - $22.5 $9.74 Million - $10.2 Million
453,019 New
453,019 $9.74 Million

Others Institutions Holding CGCP

# of Institutions
250
Shares Held
145M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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