Marshall & Sterling Wealth Advisors Inc. Capital Group Core Plus Income Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 4,211 shares of CGCP stock, worth $95,379. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,211
Previous 2,274 85.18%
Holding current value
$95,379
Previous $51.2 Million 86.99%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Nov 07, 2025
BUY
$22.27 - $22.95 $43,136 - $44,454
1,937 Added 85.18%
4,211 $95.7 Million
Q2 2025

Aug 12, 2025
BUY
$21.92 - $22.56 $7,518 - $7,738
343 Added 17.76%
2,274 $51.2 Million
Q1 2025

May 15, 2025
BUY
$21.94 - $22.64 $42,366 - $43,717
1,931 New
1,931 $43.4 Million

Others Institutions Holding CGCP

# of Institutions
287
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
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email