Johnson Bixby & Associates, LLC - CAPITAL GROUP FIXED INCOME E ownership

CAPITAL GROUP FIXED INCOME E's ticker is and the CUSIP is 14020Y201. A total of 81 filers reported holding CAPITAL GROUP FIXED INCOME E in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Johnson Bixby & Associates, LLC ownership history of CAPITAL GROUP FIXED INCOME E
ValueSharesWeighting
Q2 2024$1,079,558
-0.6%
40,2070.0%0.18%
-4.2%
Q1 2024$1,085,991
+1.9%
40,207
+2.2%
0.19%
-6.0%
Q4 2023$1,065,869
+65.2%
39,360
+56.8%
0.20%
+50.0%
Q3 2023$645,07025,1000.13%
Other shareholders
CAPITAL GROUP FIXED INCOME E shareholders Q4 2023
NameSharesValueWeighting ↓
Pillar Wealth Advisors, LLC 202,273$5,431,0276.52%
Royal Harbor Partners, LLC 262,706$7,053,6562.92%
Landmark Wealth Management, LLC 85,728$2,3021.79%
New England Capital Financial Advisors LLC 118,186$3,173,2951.77%
Capital Planning LLC 195,853$5,258,6561.58%
NavPoint Financial, Inc. 64,728$1,737,9441.51%
Venturi Wealth Management, LLC 613,885$16,482,8120.98%
Bare Financial Services, Inc 53,319$1,448,6810.76%
Tempus Wealth Planning, LLC 53,690$1,441,5750.60%
GREAT VALLEY ADVISOR GROUP, INC. 759,854$20,401,8710.57%
View complete list of CAPITAL GROUP FIXED INCOME E shareholders