Clearview Wealth Advisors LLC Capital Group Core Plus Income Transaction History
Clearview Wealth Advisors LLC
- $131 Million
- Q1 2025
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 532,727 shares of CGCP stock, worth $11.8 Million. This represents 9.1% of its overall portfolio holdings.
Number of Shares
532,727
Previous 544,175
2.1%
Holding current value
$11.8 Million
Previous $12.1 Million
0.96%
% of portfolio
9.1%
Previous 9.28%
Shares
4 transactions
Others Institutions Holding CGCP
# of Institutions
248Shares Held
142MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$300 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$240 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$230 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$189 Million0.08% of portfolio
-
Johnson Bixby & Associates, LLC5.54MShares$123 Million19.92% of portfolio