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Capital Grp Fixed Incm Etf T shares owned by PUREfi Wealth

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by PUREfi Wealth from 13F filings

Historical chart of PUREfi Wealth investment in Capital Grp Fixed Incm Etf T

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00112.204184M12.2041845M12.204185M12.2041855M12.204186M469.933k469.9335k469.934k469.9345k469.935k
Value ($)Share countHistorical CGSM position of PUREfi Wealth Source: stockzoa.comValue ($)Share count

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All positions including Capital Grp Fixed Incm Etf T held by PUREfi Wealth 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $12M 470k 25.97

More positions owned by PUREfi Wealth

Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alps Etf Tr Equal Sec Etf (EQL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Technology (XLK)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)

View all positions for PUREfi Wealth

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Morgan Stanley
PUREfi Wealth
Captrust Financial Advisors
Cetera Investment Advisers
Beta Wealth
Betterment
Mml Investors Services
Vestmark Advisory Solutions
Cambridge Investment Research Advisors
Advisor Group Holdings
Private Advisor
Commonwealth Equity Services

View all funds holding Capital Grp Fixed Incm Etf T