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Capital Group Core Equity Et shares owned by Winch Advisory Services

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

Historical chart of Winch Advisory Services 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 Winch Advisory Services 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 Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $33k 1.2k 28.29
2023-09-30 $11k 430 25.58
2023-06-30 $11k 430 25.58
2023-03-31 $10k 430 23.26

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Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Vanguard Short Term Treasury Etf Etf (VGSH)
Apple (AAPL)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Etf Etf (QQQ)
NVIDIA Corporation (NVDA)
Ishares Short Treasury Bond Etf Etf (SHV)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Capital Group Core Plus Us Multi Sector Income Etf Etf (CGMS)
Visa (V)
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL)

View all positions for Winch Advisory Services

Top funds holding Capital Group Core Equity Et

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

View all funds holding Capital Group Core Equity Et