Wr Wealth Planners, LLC Capital Group Core Plus Income Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 12,971 shares of CGCP stock, worth $292,106. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,971
Previous 12,688
2.23%
Holding current value
$292,106
Previous $281,000
6.41%
% of portfolio
0.09%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding CGCP
# of Institutions
202Shares Held
91MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$187 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$131 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$124 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC4.07MShares$91.5 Million14.97% of portfolio
-
Envestnet Asset Management Inc3.89MShares$87.6 Million0.03% of portfolio