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Capital Group U S Multi Sec Etf shares owned by McGlone Suttner Wealth Management

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by McGlone Suttner Wealth Management from 13F filings

Historical chart of McGlone Suttner Wealth Management 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 McGlone Suttner Wealth Management 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 McGlone Suttner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 8.4k 27.04
2023-12-31 $226k 8.4k 26.99
2023-09-30 $202k 7.9k 25.53
2023-06-30 $207k 7.9k 26.05

More positions owned by McGlone Suttner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Internatnal Val (DFIV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for McGlone Suttner Wealth Management

Top funds holding Capital Group U S Multi Sec Etf

Advisor Group Holdings
Commonwealth Equity Services
Jane Street
Wealth Enhancement Advisory Services
TrueWealth Advisors
Lincoln National
Raymond James Financial Services Advisors
Winch Advisory Services
D. J. St. Germain
Royal Bank of Canada
Raymond James & Associates
ValMark Advisers
Bouvel Investment Partners
Souders Financial Advisors
Atria Wealth Solutions

View all funds holding Capital Group U S Multi Sec Etf