Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / NTF EQUITY FUNDS
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
22,879
-
Shares change
-
+18,949
-
Total reported value, excl. options
-
$578,891
-
Value change
-
+$482,685
-
Number of buys
-
1
-
Number of sells
-
1
-
Price
-
$25.42
Institutional Holders of AMERICAN FUNDS INCOME FUND OF AMER F2 - NTF EQUITY FUNDS as of Q1 2025
As of 31 Mar 2025 AMERICAN FUNDS INCOME FUND OF AMER F2 - NTF EQUITY FUNDS had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 22,879 shares of stock of the company.
Largest 4 holders included ORG Wealth Partners, LLC, Transce3nd, LLC, Financial Gravity Asset Management, Inc., and TUCKER ASSET MANAGEMENT LLC.
This table shows 4 institutional shareholders of the security as of 31 Mar 2025.
| 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.