True Wealth Advisors, LLC Capital Group Core Plus Income Transaction History

True Wealth Advisors, LLC

  • $253 Million
  • Q1 2025

A detailed history of True Wealth Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, True Wealth Advisors, LLC holds 42,872 shares of CGCP stock, worth $949,614. This represents 0.38% of its overall portfolio holdings.

Number of Shares
42,872
Previous 47,137 9.05%
Holding current value
$949,614
Previous $1.05 Million 8.13%
% of portfolio
0.38%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$21.94 - $22.64 $93,574 - $96,559
-4,265 Reduced 9.05%
42,872 $960,000
Q4 2024

Jan 15, 2025
BUY
$22.13 - $23.17 $138,954 - $145,484
6,279 Added 15.37%
47,137 $1.05 Million
Q3 2024

Oct 29, 2024
BUY
$22.12 - $23.31 $146,412 - $154,288
6,619 Added 19.33%
40,858 $944,000
Q2 2024

Jul 24, 2024
BUY
$21.83 - $22.48 $292,587 - $301,299
13,403 Added 64.33%
34,239 $760,000
Q1 2024

Apr 23, 2024
BUY
$22.27 - $22.91 $464,017 - $477,352
20,836 New
20,836 $467,000

Others Institutions Holding CGCP

# of Institutions
248
Shares Held
142M
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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