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Capital Group Core Equity Et shares owned by Crewe Advisors

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

Historical chart of Crewe 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 Crewe 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 Crewe Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $637k 20k 32.25
2024-03-31 $118k 3.8k 31.16

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Us Stk Etf (ESGV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Pennant Group (PNTG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Crewe Advisors

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Morgan Stanley
Raymond James & Associates
Commonwealth Equity Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Mml Investors Services
Captrust Financial Advisors
Royal Bank of Canada
Stifel Financial
Kestra Advisory Services

View all funds holding Capital Group Core Equity Et