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

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Iht Wealth Management, LLC holds 256,189 shares of CGCP stock, worth $5.8 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
256,189
Previous 233,083 9.91%
Holding current value
$5.8 Million
Previous $5.24 Million 10.98%
% of portfolio
0.16%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$22.27 - $22.95 $514,570 - $530,282
23,106 Added 9.91%
256,189 $5.82 Million
Q2 2025

Aug 14, 2025
BUY
$21.92 - $22.56 $821,736 - $845,729
37,488 Added 19.17%
233,083 $5.24 Million
Q1 2025

May 15, 2025
BUY
$21.94 - $22.64 $3.68 Million - $3.8 Million
167,630 Added 599.43%
195,595 $4.39 Million
Q4 2024

Feb 14, 2025
BUY
$22.13 - $23.17 $618,865 - $647,949
27,965 New
27,965 $620,000

Others Institutions Holding CGCP

# of Institutions
286
Shares Held
210M
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
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