Keeler & Nadler Financial Planning & Wealth Management »

Capital Grp Fixed Incm Etf T shares owned by Keeler & Nadler Financial Planning & Wealth Management

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by Keeler & Nadler Financial Planning & Wealth Management from 13F filings

Historical chart of Keeler & Nadler Financial Planning & Wealth Management investment in Capital Grp Fixed Incm Etf T

Tip: Access up to 7 years of quarterly data

All positions including Capital Grp Fixed Incm Etf T held by Keeler & Nadler Financial Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Keeler & Nadler Financial Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $534k 20k 26.26
2024-06-30 $228k 8.9k 25.74

More positions owned by Keeler & Nadler Financial Planning & Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Consum Stp Etf (VDC)

View all positions for Keeler & Nadler Financial Planning & Wealth Management

Top funds holding Capital Grp Fixed Incm Etf T

Beta Wealth
Morgan Stanley
Commonwealth Equity Services
Royal Harbor Partners
Wealth Enhancement Advisory Services
Private Advisor
Envestnet Asset Management
Stephens
EverSource Wealth Advisors
Kestra Advisory Services
Jane Street
Proequities
Keeler & Nadler Financial Planning & Wealth Management
Simplicity Wealth
U.S. Capital Wealth Advisors

View all funds holding Capital Grp Fixed Incm Etf T