Simplicity Wealth,LLC - CAPITAL GROUP FIXED INCOME E ownership

CAPITAL GROUP FIXED INCOME E's ticker is and the CUSIP is 14020Y409. A total of 79 filers reported holding CAPITAL GROUP FIXED INCOME E in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of CAPITAL GROUP FIXED INCOME E
ValueSharesWeighting
Q2 2024$1,251,392
+32.8%
49,248
+32.7%
0.03%
+27.3%
Q1 2024$942,63737,1190.02%
Other shareholders
CAPITAL GROUP FIXED INCOME E shareholders Q2 2024
NameSharesValueWeighting ↓
Bridgewealth Advisory Group, LLC 532,318$13,526,2005.99%
McIlrath & Eck, LLC 1,291,077$32,806,2584.87%
WNY Asset Management, LLC 951,572$24,179,4453.20%
New England Capital Financial Advisors LLC 213,326$5,420,6243.03%
BlackDiamond Wealth Management, LLC 121,998$3,137,1712.06%
Lodestone Wealth Management LLC 98,262$2,496,8341.32%
Saxony Capital Management, LLC 22,147$562,7550.62%
Burford Brothers, Inc. 38,383$975,3110.57%
Capital Group Private Client Services, Inc. 2,152,965$54,706,8510.55%
FINANCIAL MANAGEMENT NETWORK INC 82,772$2,109,8510.51%
View complete list of CAPITAL GROUP FIXED INCOME E shareholders