Wealth Care Investment Partners, LLC Capital Group Core Plus Income Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 22,788 shares of CGCP stock, worth $504,754. This represents 0.23% of its overall portfolio holdings.
Number of Shares
22,788
Previous 22,477
1.38%
Holding current value
$504,754
Previous $519,000
2.7%
% of portfolio
0.23%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding CGCP
# of Institutions
250Shares Held
142MCall 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$231 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$189 Million0.08% of portfolio
-
Envestnet Asset Management Inc4.49MShares$99.5 Million0.03% of portfolio