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Capital Grp Fixed Incm Etf T shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $70k 2.7k 26.26
2024-06-30 $61k 2.4k 25.75
2024-03-31 $39k 1.5k 25.71

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
International Assets Investment Management
Beta Wealth
Mml Investors Services
Advisor Group Holdings
Morgan Stanley
Private Advisor
Cambridge Investment Research Advisors
Royal Bank of Canada
LPL Financial
Commonwealth Equity Services
Janney Montgomery Scott
Envestnet Portfolio Solutions
Orion Portfolio Solutions

View all funds holding Capital Grp Fixed Incm Etf T