Winch Advisory Services, LLC Capital Group Core Plus Income Transaction History

Winch Advisory Services, LLC

$427 Million
Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Winch Advisory Services, LLC holds 2,889 shares of CGCP stock, worth $65,435. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,889

Previous 2,862 0.94%

Holding current value

$65,435

Previous $64,000 1.56%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$22.27 - $22.95 $601 - $619	27 Added 0.94%	2,889 $65,000
Q2 2025 Aug 07, 2025	BUY	$21.92 - $22.56 $526 - $541	24 Added 0.85%	2,862 $64,000
Q1 2025 May 05, 2025	BUY	$21.94 - $22.64 $482 - $498	22 Added 0.78%	2,838 $63,000
Q4 2024 Jan 14, 2025	BUY	$22.13 - $23.17 $597 - $625	27 Added 0.97%	2,816 $62,000
Q3 2024 Oct 21, 2024	BUY	$22.12 - $23.31 $508 - $536	23 Added 0.83%	2,789 $64,000

Q2 2024 Jul 31, 2024	BUY	$21.83 - $22.48 $720 - $741	33 Added 1.21%	2,766 $61,000
Q1 2024 May 14, 2024	BUY	$22.27 - $22.91 $512 - $526	23 Added 0.85%	2,733 $61,000
Q4 2023 Jan 18, 2024	BUY	$21.01 - $22.93 $38,091 - $41,572	1,813 Added 202.12%	2,710 $61,000
Q1 2023 May 10, 2023	BUY	$22.02 - $23.09 $19,751 - $20,711	897 New	897 $20,000

Others Institutions Holding CGCP

# of Institutions

286

Shares Held

209M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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Winch Advisory Services, LLC Capital Group Core Plus Income Transaction History