Holistic Planning, LLC Capital Group Core Plus Income Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Holistic Planning, LLC holds 12,505 shares of CGCP stock, worth $278,361. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,505Holding current value
$278,361% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding CGCP
# of Institutions
222Shares Held
115MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$246 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
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Morgan Stanley New York, NY7.58MShares$169 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
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Johnson Bixby & Associates, LLC4.4MShares$98 Million15.66% of portfolio