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Capital Group Core Equity Et shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 32k 34.28
2024-06-30 $871k 27k 32.25

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

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