Western Wealth Management, LLC Capital Group Core Plus Income Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Western Wealth Management, LLC holds 85,165 shares of CGCP stock, worth $1.92 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
85,165
Previous 58,496 45.59%
Holding current value
$1.92 Million
Previous $1.3 Million 51.58%
% of portfolio
0.11%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$22.12 - $23.31 $589,918 - $621,654
26,669 Added 45.59%
85,165 $1.97 Million
Q2 2024

Jul 19, 2024
BUY
$21.83 - $22.48 $618,618 - $637,038
28,338 Added 93.97%
58,496 $1.3 Million
Q1 2024

May 02, 2024
BUY
$22.27 - $22.91 $312,069 - $321,037
14,013 Added 86.79%
30,158 $677,000
Q4 2023

Jan 31, 2024
BUY
$21.01 - $22.93 $339,206 - $370,204
16,145 New
16,145 $366,000

Others Institutions Holding CGCP

# of Institutions
212
Shares Held
111M
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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email