Carson Advisory Inc. - CAPITAL GROUP GBL GROWTH EQT ownership

CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 70 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Carson Advisory Inc. ownership history of CAPITAL GROUP GBL GROWTH EQT
ValueSharesWeighting
Q3 2023$4,235,563
-4.7%
184,798
+1.0%
3.71%
-1.1%
Q2 2023$4,442,761
+17.0%
182,905
+11.1%
3.75%
+11.2%
Q1 2023$3,798,027
+13.0%
164,702
+3.0%
3.38%
+4.7%
Q4 2022$3,360,528
+25.0%
159,949
+11.2%
3.22%
+8.2%
Q3 2022$2,689,000143,7992.98%
Other shareholders
CAPITAL GROUP GBL GROWTH EQT shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Council, LLC 316,339$6,352,0007.93%
WNY Asset Management, LLC 342,525$6,883,0002.33%
FINANCIAL MANAGEMENT NETWORK INC 96,340$1,937,0001.03%
AXXCESS WEALTH MANAGEMENT, LLC 345,165$6,931,0000.64%
FSM Wealth Advisors, LLC 25,559$558,0000.55%
Capital Group Private Client Services, Inc. 2,124,737$42,665,0000.55%
MADISON WEALTH MANAGEMENT 63,675$1,279,0000.31%
SILVERLAKE WEALTH MANAGEMENT LLC 21,037$422,4270.28%
Signature Wealth Management Group 27,519$553,0000.27%
&PARTNERS 22,944$461,0000.27%
View complete list of CAPITAL GROUP GBL GROWTH EQT shareholders