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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
2024-09-30 $2.1M 62k 34.28
2024-06-30 $637k 20k 32.25
2024-03-31 $118k 3.8k 31.16

More positions owned by Crewe Advisors

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)
Ishares Tr Core Msci Eafe (IEFA)
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)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Tesla Motors (TSLA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr National Mun Etf (MUB)
Vanguard World Inf Tech Etf (VGT)

View all positions for Crewe Advisors

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Raymond James Financial
Morgan Stanley
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Commonwealth Equity Services
Wells Fargo & Company
Raymond James & Associates
Mml Investors Services
Cambridge Investment Research Advisors
Private Advisor
Jones Financial Companies, L.L
Raymond James Financial Services Advisors

View all funds holding Capital Group Core Equity Et