Swisher Financial Concepts, Inc. - CAPITAL GROUP FIXED INCOME E ownership

CAPITAL GROUP FIXED INCOME E's ticker is and the CUSIP is 14020Y300. A total of 135 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
Swisher Financial Concepts, Inc. ownership history of CAPITAL GROUP FIXED INCOME E
ValueSharesWeighting
Q2 2024$3,747
+6.4%
139,041
+5.7%
3.80%
+24.0%
Q1 2024$3,520
+45.9%
131,505
+46.9%
3.06%
+31.9%
Q4 2023$2,41389,5182.32%
Other shareholders
CAPITAL GROUP FIXED INCOME E shareholders Q2 2024
NameSharesValueWeighting ↓
TrueWealth Advisors, LLC 527,064$14,188,5645.25%
Winch Advisory Services, LLC 567,256$15,270,5164.37%
Swisher Financial Concepts, Inc. 139,041$3,7473.80%
Bouvel Investment Partners, LLC 215,941$5,813,1322.25%
RFP Financial Group LLC 191,358$5,152,6251.91%
Wayfinding Financial, LLC 122,178$3,2891.85%
Redhawk Wealth Advisors, Inc. 444,642$11,969,7661.83%
Pillar Wealth Advisors, LLC 41,980$1,130,1091.36%
FULLCIRCLE WEALTH LLC 99,822$2,719,1511.33%
Total Clarity Wealth Management, Inc. 132,032$3,554,2941.23%
View complete list of CAPITAL GROUP FIXED INCOME E shareholders