Capital Group Private Client Services, Inc. - CAPITAL GROUP FIXED INCOME E ownership

Back to all holdings Add to watchlist

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%.

Links
Filings
Quarter-by-quarter ownership
Capital Group Private Client Services, Inc. ownership history of CAPITAL GROUP FIXED INCOME E
ValueSharesWeighting
Q3 2023$1,578,063
+3.5%
61,824
+5.6%
0.02%
+5.6%
Q2 2023$1,524,706
+0.4%
58,530
+1.5%
0.02%
-5.3%
Q1 2023$1,518,638
+23.6%
57,685
+20.7%
0.02%
+18.8%
Q4 2022$1,228,479–47,784–0.02%–
 Download
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