Core Wealth Partners LLC Capital Group Core Plus Income Transaction History

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024

A detailed history of Core Wealth Partners LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Core Wealth Partners LLC holds 245,165 shares of CGCP stock, worth $5.44 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
245,165
Previous 202,178 21.26%
Holding current value
$5.44 Million
Previous $4.67 Billion 16.44%
% of portfolio
3.12%
Previous 2.83%

Shares

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

Feb 11, 2025
BUY
$22.13 - $23.17 $951,302 - $996,008
42,987 Added 21.26%
245,165 $5.44 Billion
Q3 2024

Nov 04, 2024
BUY
$22.12 - $23.31 $3.4 Million - $3.59 Million
153,859 Added 318.42%
202,178 $4.67 Billion
Q2 2024

Aug 13, 2024
BUY
$21.83 - $22.48 $624,752 - $643,355
28,619 Added 145.27%
48,319 $1.07 Billion
Q1 2024

Apr 19, 2024
BUY
$22.27 - $22.91 $438,719 - $451,327
19,700 New
19,700 $442 Million

Others Institutions Holding CGCP

# of Institutions
231
Shares Held
125M
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
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email