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Capital Group Fixed Income E shares owned by LPL Financial

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 904k 27.01
2023-09-30 $5.2M 203k 25.70
2023-06-30 $2.5M 94k 26.48

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Top funds holding Capital Group Fixed Income E

Commonwealth Equity Services
UBS Group
Stifel Financial
LPL Financial
Cetera Investment Advisers
Great Valley Advisor Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Venturi Wealth Management
Advisor Group Holdings
Pillar Wealth Advisors
Cambridge Investment Research Advisors
Lincoln National
Private Advisor
Capital Planning

View all funds holding Capital Group Fixed Income E