Lodestone Wealth Management LLC Capital Group Core Plus Income Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 218,427 shares of CGCP stock, worth $4.83 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
218,427
Previous 213,341
2.38%
Holding current value
$4.83 Million
Previous $4.93 Billion
1.69%
% of portfolio
2.43%
Previous 2.47%
Shares
9 transactions
Others Institutions Holding CGCP
# of Institutions
248Shares Held
143MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$300 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$240 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$230 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$189 Million0.08% of portfolio
-
Johnson Bixby & Associates, LLC5.54MShares$123 Million19.92% of portfolio