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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

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $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)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Capital Grp Fixed Incm Etf T

Advance Capital Management
Morgan Stanley
Envestnet Asset Management
American Financial Advisors
ValMark Advisers
Stephens
Capital Research and Management Company - Division 3
Royal Bank of Canada
Mml Investors Services
Advisor Group Holdings
Cetera Investment Advisers
Stifel Financial
LPL Financial
Kestra Advisory Services
Commonwealth Equity Services

View all funds holding Capital Grp Fixed Incm Etf T