Wr Wealth Planners, LLC Capital Group Core Plus Income Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 12,688 shares of CGCP stock, worth $295,503. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,688
Previous 12,691
0.02%
Holding current value
$295,503
Previous $285,000
1.4%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding CGCP
# of Institutions
194Shares Held
83.5MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$193 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$135 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.82MShares$89 Million0.01% of portfolio
-
Johnson Bixby & Associates, LLC3.68MShares$85.6 Million13.84% of portfolio
-
Ubs Group Ag3.33MShares$77.6 Million0.02% of portfolio