ST GERMAIN D J CO INC - CAPITAL GROUP CORE EQUITY ET ownership

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CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 145 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
ST GERMAIN D J CO INC ownership history of CAPITAL GROUP CORE EQUITY ET
ValueSharesWeighting
Q4 2023$4,283,205
+16.7%
151,350
+3.5%
0.22%
+8.3%
Q3 2023$3,670,655
+6.3%
146,183
+8.7%
0.21%
+13.2%
Q2 2023$3,452,702
+2764.3%
134,451
+2405.1%
0.18%
+343.9%
Q4 2022$120,543–5,367–0.04%–
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Other shareholders
CAPITAL GROUP CORE EQUITY ET shareholders Q3 2023
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 604,779$15,186,00011.41%
Summit Investment Advisory Services, LLC 585,180$14,693,87110.89%
FinDec Wealth Services, Inc. 187,360$4,704,6213.40%
Souders Financial Advisors 668,964$16,797,6873.22%
&PARTNERS 221,941$5,578,9922.60%
BARNES PETTEY FINANCIAL ADVISORS, LLC 100,770$2,530,3352.32%
Vantage Financial Partners Ltd., Inc. 156,804$3,937,3482.26%
G&S Capital LLC 122,081$3,065,4541.56%
Olistico Wealth, LLC 68,200$1,712,5021.53%
Prosperity Financial Group, Inc. 66,008$1,657,4611.37%
View complete list of CAPITAL GROUP CORE EQUITY ET shareholders