Summit Financial, LLC Capital Group Core Plus Income Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Summit Financial, LLC holds 129,845 shares of CGCP stock, worth $2.94 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
129,845Holding current value
$2.94 Million% of portfolio
0.05%Shares
1 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
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Lpl Financial LLC Fort Mill, SC19MShares$430 Million0.13% of portfolio
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Morgan Stanley New York, NY16.1MShares$365 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA13MShares$295 Million0.06% of portfolio
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Envestnet Asset Management Inc9.03MShares$204 Million0.06% of portfolio