Wood Tarver Financial Group, LLC Capital Group Core Plus Income Transaction History
Wood Tarver Financial Group, LLC
- $258 Million
- Q1 2025
A detailed history of Wood Tarver Financial Group, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 1,636,597 shares of CGCP stock, worth $36.9 Million. This represents 14.23% of its overall portfolio holdings.
Number of Shares
1,636,597
Previous 1,556,695
5.13%
Holding current value
$36.9 Million
Previous $34.6 Million
6.32%
% of portfolio
14.23%
Previous 11.55%
Shares
2 transactions
Others Institutions Holding CGCP
# of Institutions
265Shares Held
170MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA20.8MShares$469 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$332 Million0.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$311 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$270 Million0.06% of portfolio
-
Envestnet Asset Management Inc7.6MShares$171 Million0.05% of portfolio