Wetherby Asset Management »

Capital Group U S Multi Sec Etf shares owned by Wetherby Asset Management

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

Historical chart of Wetherby Asset 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 Wetherby Asset Management 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 Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $262k 9.7k 26.99

More positions owned by Wetherby Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Call Option (Principal) (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Commercial Metals Company (CMC)

View all positions for Wetherby Asset 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