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Capital Group Fixed Income E shares owned by Platt Wealth Management

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

Historical chart of Platt Wealth Management 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 Platt Wealth Management 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 Platt Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 119k 27.37

More positions owned by Platt Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Monster Beverage Corp (MNST)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Us Equity Resear (TSPA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Intl (FENI)

View all positions for Platt Wealth Management

Top funds holding Capital Group Fixed Income E

Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Mml Investors Services
Cambridge Investment Research Advisors
Stifel Financial
Blue Chip Partners
Capital Group Private Client Services
Raymond James Financial

View all funds holding Capital Group Fixed Income E