Fin Dec Wealth Services, Inc. Capital Group Core Plus Income Transaction History

Fin Dec Wealth Services, Inc.

$172 Billion
Q3 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 864,326 shares of CGCP stock, worth $19.1 Million. This represents 11.6% of its overall portfolio holdings.

Number of Shares

864,326

Previous 814,396 6.13%

Holding current value

$19.1 Million

Previous $18.1 Billion 10.43%

% of portfolio

11.6%

Previous 11.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$22.12 - $23.31 $1.1 Million - $1.16 Million	49,930 Added 6.13%	864,326 $20 Billion
Q2 2024 Jul 17, 2024	BUY	$21.83 - $22.48 $3.15 Million - $3.25 Million	144,370 Added 21.55%	814,396 $18.1 Billion
Q1 2024 May 13, 2024	SELL	$22.27 - $22.91 $476,845 - $490,548	-21,412 Reduced 3.1%	670,026 $15 Billion
Q4 2023 Feb 07, 2024	SELL	$21.01 - $22.93 $1.53 Million - $1.67 Million	-72,635 Reduced 9.51%	691,438 $15.7 Billion
Q3 2023 Oct 19, 2023	BUY	$21.5 - $22.5 $135,063 - $141,345	6,282 Added 0.83%	764,073 $16.4 Billion
Q2 2023 Jul 19, 2023	BUY	$22.26 - $22.95 $1.38 Million - $1.43 Million	62,132 Added 8.93%	757,791 $16.9 Billion
Q1 2023 May 10, 2023	BUY	$22.02 - $23.09 $3.38 Million - $3.54 Million	153,340 Added 28.27%	695,659 $15.9 Billion
Q4 2022 Jan 25, 2023	BUY	$21.49 - $22.83 $11.7 Million - $12.4 Million	542,319 New	542,319 $12.1 Billion

Others Institutions Holding CGCP

# of Institutions

211

Shares Held

111M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
Sector ETFs
Industry ETFs

More about CGCP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Account

Fin Dec Wealth Services, Inc. Capital Group Core Plus Income Transaction History