Mark Sheptoff Financial Planning »

Capital Group Core Equity Et shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Equity Et by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $150k 5.3k 28.30
2023-09-30 $133k 5.3k 25.11

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Nextera Energy (NEE)
Apple (AAPL)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Veeva Sys Cl A Com (VEEV)
Abbott Laboratories (ABT)
Vertex Pharmaceuticals Incorporated (VRTX)
Abbvie (ABBV)
Smucker J M Com New (SJM)
Mondelez Intl Cl A (MDLZ)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Constellation Brands Cl A (STZ)

View all positions for Mark Sheptoff Financial Planning

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