Udine Wealth Management, Inc. Capital Group Core Plus Income Transaction History

Udine Wealth Management, Inc.

$201 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	BUY	$21.83 - $23.98 $576,704 - $633,503	26,418 New	26,418 $0

Others Institutions Holding CGCP

# of Institutions

286

Shares Held

210M

Call Options Held

0

Put Options Held

0

Capital International Investors Los Angeles, CA

33.1M
Shares

$749 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

19M
Shares

$430 Million
0.13% of portfolio
Morgan Stanley New York, NY

16.1M
Shares

$365 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

13M
Shares

$295 Million
0.06% of portfolio
Envestnet Asset Management Inc

9.03M
Shares

$204 Million
0.06% of portfolio

About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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