Carson Allaria Wealth Management, Ltd. Capital Group Core Plus Income Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,049 shares of CGCP stock, worth $23,581. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,049
Previous 1,049
-0.0%
Holding current value
$23,581
Previous $24,000
4.17%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
241Shares Held
140MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$305 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$244 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$234 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$192 Million0.08% of portfolio
-
Envestnet Asset Management Inc4.49MShares$101 Million0.03% of portfolio