WealthPLAN Partners, LLC - Amer Fds - Fundamental Inv ownership

Amer Fds - Fundamental Inv's ticker is and the CUSIP is 360802821. A total of 5 filers reported holding Amer Fds - Fundamental Inv in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of Amer Fds - Fundamental Inv
ValueSharesWeighting
Q2 2016$352,984,000
+1749.6%
6,795
+1707.2%
0.04%
+1400.0%
Q4 2015$19,084,0003760.00%
Other shareholders
Amer Fds - Fundamental Inv shareholders Q3 2023
NameSharesValueWeighting ↓
Private Capital Advisors, Inc. 8,286$632,0000.11%
ENCOMPASS WEALTH ADVISORS, LLC 3,678$280,0000.07%
GOFEN & GLOSSBERG LLC /IL/ 6,048$462,0000.01%
View complete list of Amer Fds - Fundamental Inv shareholders