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Capital Group Fixed Income E shares owned by Intergy Private Wealth

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by Intergy Private Wealth from 13F filings

Historical chart of Intergy Private Wealth investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 37k 27.46
2024-06-30 $985k 37k 26.85
2024-03-31 $387k 14k 27.01

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Esg Awr Msci Em (ESGE)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Intergy Private Wealth

Top funds holding Capital Group Fixed Income E

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Mml Investors Services
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
Advisor Group Holdings
Cetera Investment Advisers
Great Valley Advisor Group
Stifel Financial
Venturi Wealth Management
Assetmark

View all funds holding Capital Group Fixed Income E