Capital Group U S Multi Sec Etf shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Capital Group U S Multi Sec Etf
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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $330k | 12k | 27.75 |
| 2025-06-30 | $315k | 11k | 27.62 |
| 2025-03-31 | $314k | 12k | 27.30 |
| 2024-12-31 | $314k | 12k | 27.28 |
| 2024-09-30 | $320k | 12k | 27.84 |
| 2024-06-30 | $370k | 14k | 26.92 |
| 2024-03-31 | $372k | 14k | 27.04 |
| 2023-12-31 | $378k | 14k | 27.00 |
| 2023-09-30 | $332k | 13k | 25.54 |
| 2023-06-30 | $339k | 13k | 26.08 |
| 2023-03-31 | $7.0k | 250 | 28.00 |
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