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Capital Group U S Multi Sec Etf shares owned by LongView Wealth Management

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by LongView Wealth Management from 13F filings

Historical chart of LongView Wealth Management investment in Capital Group U S Multi Sec Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf held by LongView Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group U S Multi Sec Etf by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 8.6k 27.04

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Genuine Parts Company (GPC)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Commonwealth Equity Services
Advisor Group Holdings
Jane Street
Wealth Enhancement Advisory Services
Lincoln National
Stephens
Envestnet Asset Management
UBS Group
TrueWealth Advisors
Raymond James Financial Services Advisors
ValMark Advisers
Winch Advisory Services
D. J. St. Germain
Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf