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Capital Group U S Multi Sec Etf shares owned by Bleakley Financial Group

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Bleakley Financial Group from 13F filings

Historical chart of Bleakley Financial Group investment in Capital Group U S Multi Sec Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf held by Bleakley Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $339k 12k 27.84
2024-06-30 $230k 8.5k 26.92

More positions owned by Bleakley Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Sprott Physical Gold & Silve Tr Unit (CEF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Bleakley Financial Group

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Great Valley Advisor Group
Commonwealth Equity Services
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Raymond James & Associates
TrueWealth Advisors
Winch Advisory Services
Stephens
Royal Bank of Canada
Raymond James Financial Services Advisors

View all funds holding Capital Group U S Multi Sec Etf