LYNCH & ASSOCIATES/IN - CAPITAL GROUP CORE EQUITY ET ownership

CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 2 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LYNCH & ASSOCIATES/IN ownership history of CAPITAL GROUP CORE EQUITY ET
ValueSharesWeighting
Q4 2023$277,482
+34.6%
9,805
+19.5%
0.07%
+24.1%
Q3 2023$206,0788,2070.05%
Other shareholders
CAPITAL GROUP CORE EQUITY ET shareholders Q4 2023
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 604,779$15,186,00011.41%
Summit Investment Advisory Services, LLC 585,180$14,693,87110.89%
FinDec Wealth Services, Inc. 187,360$4,704,6213.40%
Souders Financial Advisors 668,964$16,797,6873.22%
&PARTNERS 221,941$5,578,9922.60%
BARNES PETTEY FINANCIAL ADVISORS, LLC 100,770$2,530,3352.32%
Vantage Financial Partners Ltd., Inc. 156,804$3,937,3482.26%
G&S Capital LLC 122,081$3,065,4541.56%
Olistico Wealth, LLC 68,200$1,712,5021.53%
Prosperity Financial Group, Inc. 66,008$1,657,4611.37%
View complete list of CAPITAL GROUP CORE EQUITY ET shareholders