Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MUNICIPAL INCOME
-
Total 13F shares
-
12,280,484
-
Share change
-
+6,463,518
-
Total reported value
-
$332,577,833
-
Price per share
-
$27.08
-
Number of holders
-
80
-
Value change
-
+$175,235,633
-
Number of buys
-
64
-
Number of sells
-
9
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - MUNICIPAL INCOME (CGMU) as of Q4 2023
As of 31 Dec 2023,
CAPITAL GRP FIXED INCM ETF T - MUNICIPAL INCOME (CGMU) was held by
80 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,280,484 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, UBS Group AG, STIFEL FINANCIAL CORP, GREAT VALLEY ADVISOR GROUP, INC., ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Venturi Wealth Management, LLC, MML INVESTORS SERVICES, LLC, and Capital Group Private Client Services, Inc..
This page lists
80
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.