WR Wealth Planners »

Capital Grp Fixed Incm Etf T shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-12-31 $105k 4.1k 25.79
2024-09-30 $222k 8.2k 26.95
2024-06-30 $213k 8.2k 25.82
2024-03-31 $218k 8.4k 25.99

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
American Century U.s. Quality Growth Etf Etf (QGRO)
Microsoft Corp Stock (MSFT)
Capital Group Growth Etf Etf (CGGR)
First Trust Low Duration Opportunities Etf Etf (LMBS)

View all positions for WR Wealth Planners

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Morgan Stanley
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Raymond James Financial
Merit Financial Group
Advisor Group Holdings
Leverty Financial Group
Royal Bank of Canada
Wells Fargo & Company
Cambridge Investment Research Advisors
Sei Investments

View all funds holding Capital Grp Fixed Incm Etf T