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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
2024-06-30 $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)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Capital Group Fixed Income E

Commonwealth Equity Services
UBS Group
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Stifel Financial
Great Valley Advisor Group
Envestnet Asset Management
Morgan Stanley
Venturi Wealth Management
Capital Group Private Client Services
Mml Investors Services
Wells Fargo & Company
Advisor Group Holdings
Pillar Wealth Advisors

View all funds holding Capital Group Fixed Income E