Ridgeline Wealth Planning, LLC Capital Group Core Plus Income Transaction History
Ridgeline Wealth Planning, LLC
- $133 Billion
- Q3 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 16,865 shares of CGCP stock, worth $381,992. This represents 0.29% of its overall portfolio holdings.
Number of Shares
16,865
Previous 16,447
2.54%
Holding current value
$381,992
Previous $370 Million
3.55%
% of portfolio
0.29%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding CGCP
# of Institutions
286Shares Held
210MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA33.1MShares$749 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC19MShares$430 Million0.13% of portfolio
-
Morgan Stanley New York, NY16.1MShares$365 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA13MShares$295 Million0.06% of portfolio
-
Envestnet Asset Management Inc9.03MShares$204 Million0.06% of portfolio