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

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 181,092 shares of CGCP stock, worth $4.07 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
181,092
Previous 168,350 7.57%
Holding current value
$4.07 Million
Previous $3.89 Million 3.24%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 28, 2025
BUY
$22.13 - $23.17 $281,980 - $295,232
12,742 Added 7.57%
181,092 $4.02 Million
Q3 2024

Nov 12, 2024
BUY
$22.12 - $23.31 $1.41 Million - $1.49 Million
63,895 Added 61.17%
168,350 $3.89 Million
Q2 2024

Aug 14, 2024
BUY
$21.83 - $22.48 $765,447 - $788,238
35,064 Added 50.53%
104,455 $2.32 Million
Q1 2024

May 09, 2024
BUY
$22.27 - $22.91 $78,234 - $80,482
3,513 Added 5.33%
69,391 $1.56 Million
Q4 2023

Feb 08, 2024
BUY
$21.01 - $22.93 $509,471 - $556,029
24,249 Added 58.25%
65,878 $1.5 Million
Q3 2023

Nov 07, 2023
SELL
$21.5 - $22.5 $75,099 - $78,592
-3,493 Reduced 7.74%
41,629 $895,000
Q2 2023

Aug 10, 2023
BUY
$22.26 - $22.95 $582,878 - $600,945
26,185 Added 138.27%
45,122 $1 Million
Q1 2023

May 15, 2023
BUY
$22.02 - $23.09 $416,992 - $437,255
18,937 New
18,937 $431,000

Others Institutions Holding CGCP

# of Institutions
241
Shares Held
140M
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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