Wealthcare Capital Management LLC Capital Group Core Plus Income Transaction History
Wealthcare Capital Management LLC
- $962 Million
- Q1 2025
A detailed history of Wealthcare Capital Management LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 42,213 shares of CGCP stock, worth $934,173. This represents 0.1% of its overall portfolio holdings.
Number of Shares
42,213
Previous 29,564
42.79%
Holding current value
$934,173
Previous $656,000
44.05%
% of portfolio
0.1%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding CGCP
# of Institutions
248Shares Held
143MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$300 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$240 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$230 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$189 Million0.08% of portfolio
-
Johnson Bixby & Associates, LLC5.54MShares$123 Million19.92% of portfolio