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Capital Group Fixed Income E shares owned by Beta Wealth

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

Historical chart of Beta 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 Beta 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 288k 25.91

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Top funds holding Capital Group Fixed Income E

International Assets Investment Management
Capital Group Private Client Services
Commonwealth Equity Services
LPL Financial
McIlrath & Eck
Advisor Group Holdings
Cetera Investment Advisers
WNY Asset Management
Bridgewealth Advisory Group
Envestnet Asset Management
Royal Bank of Canada
Morgan Stanley
Raymond James Financial Services Advisors
Beta Wealth
Souders Financial Advisors

View all funds holding Capital Group Fixed Income E