Private Trust Co Na »

Capital Grp Fixed Incm Etf T shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Capital Grp Fixed Incm Etf T

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All positions including Capital Grp Fixed Incm Etf T held by Private Trust Co Na consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2025-12-31 $50k 1.9k 26.34

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Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Capital Group Private Client Services
Wells Fargo & Company
Advisor Group Holdings
Mml Investors Services
Branch Banking & Trust Company
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Commonwealth Equity Services
Raymond James Financial
Cambridge Investment Research Advisors

View all funds holding Capital Grp Fixed Incm Etf T