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Capital Group Core Equity Et shares owned by Carolinas Wealth Consulting

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Carolinas Wealth Consulting from 13F filings

Historical chart of Carolinas Wealth Consulting investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $759k 22k 34.37
2024-06-30 $713k 22k 32.33

More positions owned by Carolinas Wealth Consulting

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Rus 2000 Val Etf (IWN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Carolinas Wealth Consulting

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Cetera Investment Advisers
Raymond James & Associates
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Wells Fargo & Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Mml Investors Services
Advisor Group Holdings
Captrust Financial Advisors
Royal Bank of Canada
Bank of America Corporation

View all funds holding Capital Group Core Equity Et