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Capital Group Core Equity Et shares owned by Mayflower Financial Advisors

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

Historical chart of Mayflower Financial 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 Mayflower Financial 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 Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 35k 34.28
2024-06-30 $1.0M 33k 32.25
2024-03-31 $875k 28k 31.16
2023-12-31 $208k 7.3k 28.30
2022-09-30 $2.5M 122k 20.38

More positions owned by Mayflower Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Klaviyo Com Ser A (KVYO)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wayfair Cl A (W)
Schwab Strategic Tr Us Aggregate B (SCHZ)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Mayflower Financial Advisors

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Raymond James & Associates
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Cetera Investment Advisers
Morgan Stanley
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

View all funds holding Capital Group Core Equity Et