Patriot Financial Group Insurance Agency »

Capital Group U S Multi Sec Etf shares owned by Patriot Financial Group Insurance Agency

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

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Group U S Multi Sec Etf by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 92k 27.28
2024-09-30 $1.4M 49k 27.84
2024-06-30 $930k 35k 26.92
2024-03-31 $600k 22k 27.04