Winch Advisory Services, LLC Capital Group Core Plus Income Transaction History
Winch Advisory Services, LLC
- $345 Million
- Q3 2024
A detailed history of Winch Advisory Services, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Winch Advisory Services, LLC holds 2,789 shares of CGCP stock, worth $62,891. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,789
Previous 2,766
0.83%
Holding current value
$62,891
Previous $61,000
4.92%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding CGCP
# of Institutions
212Shares Held
111MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$249 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$187 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$171 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$124 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.23MShares$95.5 Million0.22% of portfolio