Capital Grp Fixed Incm Etf T shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Capital Grp Fixed Incm Etf T
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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 59k | 26.36 |
| 2025-06-30 | $1.6M | 62k | 26.08 |
| 2025-03-31 | $1.1M | 41k | 26.01 |
| 2024-12-31 | $1.1M | 42k | 25.97 |
| 2024-09-30 | $1.1M | 43k | 26.26 |
| 2024-06-30 | $958k | 37k | 26.02 |
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