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Capital Group Fixed Income E shares owned by LongView Wealth Management

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

Historical chart of LongView Wealth Management 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 LongView Wealth Management 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 LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $746k 28k 27.01
2023-12-31 $648k 24k 27.09

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
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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 Fixed Income E

Commonwealth Equity Services
UBS Group
Stifel Financial
LPL Financial
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
Wealth Enhancement Advisory Services

View all funds holding Capital Group Fixed Income E