SILVER OAK SECURITIES, INCORPORATED - CAPITAL GROUP FIXED INCOME E ownership

CAPITAL GROUP FIXED INCOME E's ticker is and the CUSIP is 14020Y300. A total of 56 filers reported holding CAPITAL GROUP FIXED INCOME E in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SILVER OAK SECURITIES, INCORPORATED ownership history of CAPITAL GROUP FIXED INCOME E
ValueSharesWeighting
Q3 2023$325,2940.0%12,7440.0%0.07%0.0%
Q3 2022$325,29412,7440.07%
Other shareholders
CAPITAL GROUP FIXED INCOME E shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Advisors, LLC 396,772$10,127,6074.27%
Bouvel Investment Partners, LLC 223,396$5,702,1833.08%
Pillar Wealth Advisors, LLC 50,285$1,283,5281.11%
Crumly & Associates Inc. 98,327$2,509,7970.99%
Souders Financial Advisors 174,914$4,464,6810.86%
ST GERMAIN D J CO INC 280,667$7,164,0240.40%
Total Clarity Wealth Management, Inc. 24,861$634,5780.30%
Capital Planning LLC 22,508$574,5170.23%
Lodestone Wealth Management LLC 10,497$267,9390.19%
LINCOLN NATIONAL CORP 331,715$8,467,0220.17%
View complete list of CAPITAL GROUP FIXED INCOME E shareholders