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Capital Group Fixed Income E shares owned by Keudell/Morrison Wealth Management

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

Historical chart of Keudell/Morrison 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 Keudell/Morrison 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $637k 25k 25.79

More positions owned by Keudell/Morrison Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Apple (AAPL)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds State Street Spd (EDIV)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Capital Group Fixed Income E

LPL Financial
Commonwealth Equity Services
Capital Group Private Client Services
Cetera Investment Advisers
Merit Financial Group
Envestnet Asset Management
Wells Fargo & Company
Wood Tarver Financial Group
Jones Financial Companies, L.L
Raymond James Financial
UBS Group
Advisor Group Holdings
Captrust Financial Advisors
Bridgewealth Advisory Group
McIlrath & Eck

View all funds holding Capital Group Fixed Income E