Cyndeo Wealth Partners »

Capital Grp Fixed Incm Etf T shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGCB) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Capital Grp Fixed Incm Etf T

Tip: Access up to 7 years of quarterly data

All positions including Capital Grp Fixed Incm Etf T held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $265k 10k 25.79
2024-09-30 $276k 10k 26.95

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Meta Platforms Cl A (META)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange-traded Senior Ln Fd (FTSL)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Capital Grp Fixed Incm Etf T

Advance Capital Management
LPL Financial
Capital Research and Management Company - Division 3
Morgan Stanley
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Royal Bank of Canada
Cambridge Investment Research Advisors
American Financial Advisors
Cetera Investment Advisers
ValMark Advisers
Advisor Group Holdings
Private Advisor
Raymond James Financial

View all funds holding Capital Grp Fixed Incm Etf T