Fortress Wealth Management, Inc. Capital Group Core Plus Income Transaction History
Fortress Wealth Management, Inc.
- $180 Million
- Q3 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 480,282 shares of CGCP stock, worth $10.6 Million. This represents 6.16% of its overall portfolio holdings.
Number of Shares
480,282
Previous 437,582
9.76%
Holding current value
$10.6 Million
Previous $9.72 Million
14.2%
% of portfolio
6.16%
Previous 5.62%
Shares
8 transactions
Others Institutions Holding CGCP
# of Institutions
211Shares Held
111MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$244 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$184 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$168 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.23MShares$93.7 Million0.22% of portfolio