Western Wealth Management, LLC Capital Group Core Plus Income Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 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 30,158 shares of CGCP stock, worth $675,539. This represents 0.05% of its overall portfolio holdings.
Number of Shares
30,158
Previous 16,145
86.79%
Holding current value
$675,539
Previous $366,000
84.97%
% of portfolio
0.05%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding CGCP
# of Institutions
168Shares Held
63.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA4.38MShares$98.2 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA4.37MShares$97.8 Million0.02% of portfolio
-
Johnson Bixby & Associates, LLC3.33MShares$74.5 Million13.05% of portfolio
-
Ubs Group Ag2.86MShares$64.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.65MShares$59.4 Million0.03% of portfolio