Private Trust Co Na »

Capital Group U S Multi Sec Etf shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Capital Group U S Multi Sec Etf

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All positions including Capital Group U S Multi Sec Etf held by Private Trust Co Na 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 Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2024-03-31 $80k 3.0k 27.04
2023-12-31 $25k 926 26.99

More positions owned by Private Trust Co Na

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
iShares S&P 500 Index (IVV)
Alphabet Inc Class A cs (GOOGL)
Vanguard Total Stock Market ETF (VTI)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Procter & Gamble Company (PG)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Europe Pacific ETF (VEA)
Exxon Mobil Corporation (XOM)
iShares S&P MidCap 400 Index (IJH)

View all positions for Private Trust Co Na

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