Diversify Wealth Management, LLC Capital Group Core Plus Income Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 657,490 shares of CGCP stock, worth $14.6 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
657,490
Previous 437,487 50.29%
Holding current value
$14.6 Million
Previous $9.88 Billion 46.36%
% of portfolio
1.13%
Previous 0.95%

Shares

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

Jan 16, 2025
BUY
$22.13 - $23.17 $4.87 Million - $5.1 Million
220,003 Added 50.29%
657,490 $14.5 Billion
Q3 2024

Oct 25, 2024
BUY
$22.12 - $23.31 $9.68 Million - $10.2 Million
437,487 New
437,487 $9.88 Billion

Others Institutions Holding CGCP

# of Institutions
222
Shares Held
115M
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 Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email