Clearview Wealth Advisors LLC Capital Group Core Plus Income Transaction History
Clearview Wealth Advisors LLC
- $130 Million
- Q4 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 544,175 shares of CGCP stock, worth $12.2 Million. This represents 9.28% of its overall portfolio holdings.
Number of Shares
544,175
Previous 515,570
5.55%
Holding current value
$12.2 Million
Previous $11.9 Million
1.31%
% of portfolio
9.28%
Previous 9.27%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
242Shares Held
140MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$304 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$243 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$234 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$191 Million0.08% of portfolio
-
Envestnet Asset Management Inc4.49MShares$101 Million0.03% of portfolio