Wr Wealth Planners, LLC Capital Group Core Plus Income Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 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 6,346 shares of CGCP stock, worth $141,642. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,346
Previous 12,971 51.08%
Holding current value
$141,642
Previous $299,000 53.18%
% of portfolio
0.05%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$22.13 - $23.17 $146,611 - $153,501
-6,625 Reduced 51.08%
6,346 $140,000
Q3 2024

Oct 17, 2024
BUY
$22.12 - $23.31 $6,259 - $6,596
283 Added 2.23%
12,971 $299,000
Q2 2024

Jul 31, 2024
SELL
$21.83 - $22.48 $65 - $67
-3 Reduced 0.02%
12,688 $281,000
Q1 2024

Jul 31, 2024
BUY
$22.27 - $22.91 $282,628 - $290,750
12,691 New
12,691 $285,000
Q3 2023

Aug 01, 2024
SELL
$21.5 - $22.5 $4,063 - $4,252
-189 Reduced 1.96%
9,477 $204 Million
Q2 2023

Aug 01, 2024
SELL
$22.26 - $22.95 $67,269 - $69,354
-3,022 Reduced 23.82%
9,666 $215 Million
Q1 2023

Aug 01, 2024
SELL
$22.02 - $23.09 $66,544 - $69,777
-3,022 Reduced 23.82%
9,666 $220 Million
Q4 2022

Oct 10, 2024
BUY
$21.49 - $22.83 $56,626 - $60,157
2,635 Added 36.69%
9,816 $219 Million
Q3 2022

Oct 10, 2024
SELL
$21.83 - $23.98 $120,217 - $132,057
-5,507 Reduced 43.4%
7,181 $157 Million
Q2 2022

Oct 17, 2024
SELL
$23.03 - $25.26 $258,120 - $283,114
-11,208 Reduced 86.41%
1,763 $41 Million

Others Institutions Holding CGCP

# of Institutions
238
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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