Who owns CAPITAL GROUP CONSERVATIVE E?
- Ticker: CGCV
- CUSIP Number: 14020u100
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Analyze quarterly positions in Capital Group Conservative E with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold CAPITAL GROUP CONSERVATIVE E this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
---|---|---|---|---|---|
Capital Research and Management Company - Division 3 | 1.0M | $27M | 100% | Sep 2024 |
|
Capital Group Private Client Services | 650k | $18M | 100% | Sep 2024 |
|
D. J. St. Germain | 285k | $7.6M | 9696% | Dec 2024 |
|
Commonwealth Equity Services | 101k | $2.8M | 830% | Sep 2024 |
|
Evernest Financial Advisors | 92k | $2.5M | 100% | Sep 2024 |
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 62k | $1.7M | 100% | Sep 2024 |
|
Pines Wealth Management | 54k | $1.4M | 100% | Dec 2024 |
|
Brookstone Capital Management | 47k | $1.2M | -49% | Dec 2024 |
|
Envision Financial Planning | 29k | $800k | 100% | Sep 2024 |
|
Garrett Investment Advisors | 29k | $767k | 2% | Dec 2024 |
|
Atria Wealth Solutions | 24k | $643k | 100% | Sep 2024 |
|
Kestra Private Wealth Services | 23k | $639k | 100% | Sep 2024 |
|
Cambridge Investment Research Advisors | 22k | $599k | 100% | Sep 2024 |
|
Janney Montgomery Scott | 22k | $578k | 100% | Dec 2024 |
|
Advisor Group Holdings | 19k | $523k | 100% | Sep 2024 |
|
Financial Management Network | 18k | $490k | 100% | Sep 2024 |
|
Founders Financial Securities | 18k | $482k | 100% | Sep 2024 |
|
Captrust Financial Advisors | 8.5k | $232k | 100% | Sep 2024 |
|
Pensionmark Financial Group | 7.6k | $207k | 100% | Sep 2024 |
|
Harbour Investments | 2.0k | $53k | 100% | Sep 2024 |
|
Proequities | 1.8k | $48M | 100% | Sep 2024 |
|
AdvisorNet Financial | 563.00 | $15k | 100% | Dec 2024 |
|
FinTrust Capital Advisors | 374.00 | $10k | 100% | Sep 2024 |
|
Who sold out of Capital Group Conservative E?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
---|---|---|---|
Virtu Financial | Jun 2024 | 13k | $326k |