Corient Private Wealth LLC - CAPITAL GROUP GBL GROWTH EQT ownership

CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 147 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of CAPITAL GROUP GBL GROWTH EQT
ValueSharesWeighting
Q3 2023$19,158,346835,8790.04%
Other shareholders
CAPITAL GROUP GBL GROWTH EQT shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Council, LLC 355,627$6,650,0007.68%
Carson Advisory Inc. 143,799$2,689,0002.98%
WNY Asset Management, LLC 365,796$6,842,0002.48%
Souders Financial Advisors 213,762$3,997,0001.08%
FINANCIAL MANAGEMENT NETWORK INC 109,300$2,169,0001.07%
Capital Group Private Client Services, Inc. 3,878,365$72,525,0001.02%
Smallwood Wealth Investment Management, LLC 47,971$897,0000.81%
FSM Wealth Advisors, LLC 41,933$784,0000.65%
AXXCESS WEALTH MANAGEMENT, LLC 366,965$6,862,0000.65%
Main Street Financial Solutions, LLC 196,322$3,671,0000.60%
View complete list of CAPITAL GROUP GBL GROWTH EQT shareholders