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Capital Group Fixed Income E shares owned by Tradition Wealth Management

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

Historical chart of Tradition 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 Tradition 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $102k 4.0k 25.50
2023-09-30 $100k 4.0k 25.00
2023-06-30 $100k 4.0k 25.00

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Tradition Wealth Management

Top funds holding Capital Group Fixed Income E

McIlrath & Eck
Commonwealth Equity Services
LPL Financial
Advisor Group Holdings
WNY Asset Management
Lincoln National
Bridgewealth Advisory Group
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Souders Financial Advisors
New England Capital Financial Advisors
Jane Street
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company

View all funds holding Capital Group Fixed Income E