Winch Advisory Services, LLC Capital Group Core Plus Income Transaction History
Winch Advisory Services, LLC
- $364 Million
- Q4 2024
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 2,816 shares of CGCP stock, worth $63,472. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,816
Previous 2,789
0.97%
Holding current value
$63,472
Previous $64,000
3.13%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding CGCP
# of Institutions
242Shares Held
140MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA13.6MShares$306 Million0.06% of portfolio
-
Morgan Stanley New York, NY10.8MShares$244 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$235 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.52MShares$192 Million0.08% of portfolio
-
Envestnet Asset Management Inc4.49MShares$101 Million0.03% of portfolio