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Capital Group Core Equity Et shares owned by Latitude Advisors

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

Historical chart of Latitude 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 Latitude 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 Latitude Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $684k 22k 31.16
2023-12-31 $455k 16k 28.30
2023-09-30 $352k 14k 25.11
2023-06-30 $258k 10k 25.68
2023-03-31 $238k 10k 23.69

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tyler Technologies (TYL)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Latitude Advisors

Top funds holding Capital Group Core Equity Et

Commonwealth Equity Services
Advisor Group Holdings
Raymond James & Associates
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Wells Fargo & Company
Baird Financial
CWM
Assetmark
Midwest Heritage Bank
Souders Financial Advisors
Royal Bank of Canada
Wealth Enhancement Advisory Services
Summit Investment Advisory Services
Stifel Financial

View all funds holding Capital Group Core Equity Et