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Capital Group U S Multi Sec Etf shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer 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 Sharkey, Howes & Javer 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 Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 45k 27.04

More positions owned by Sharkey, Howes & Javer

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Pacer Us Small (CALF)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Globl Cash Etf (GCOW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Global X Fds Us Infr Dev Etf (PAVE)

View all positions for Sharkey, Howes & Javer

Top funds holding Capital Group U S Multi Sec Etf

Commonwealth Equity Services
Advisor Group Holdings
Jane Street
Wealth Enhancement Advisory Services
Lincoln National
TrueWealth Advisors
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