Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHORT DURATION M
-
Total 13F shares
-
1,606,808
-
Share change
-
+343,976
-
Total reported value
-
$41,510,994
-
Price per share
-
$25.84
-
Number of holders
-
11
-
Value change
-
+$8,936,606
-
Number of buys
-
9
-
Number of sells
-
3
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) as of Q4 2023
As of 31 Dec 2023,
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION M (CGSM) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,606,808 shares.
The largest 10 holders included
Capital Group Private Client Services, Inc., Capital International Investors, JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., Pillar Wealth Advisors, LLC, ROYAL BANK OF CANADA, BENJAMIN F. EDWARDS & COMPANY, INC., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and ICA Group Wealth Management, LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.