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

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

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 459,675 shares of CGCP stock, worth $10.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

459,675

Previous 484,962 5.21%

Holding current value

$10.3 Million

Previous $10.8 Million 1.37%

% of portfolio

0.02%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

211

Shares Held

110M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
Sector ETFs
Industry ETFs

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