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Capital Group Fixed Income E shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 7.5k 27.46
2024-06-30 $196k 7.3k 26.85
2024-03-31 $192k 7.1k 27.01
2023-09-30 $7.1k 275 25.70
2023-06-30 $7.3k 275 26.48

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

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