Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MUNICIPAL HIGH I
-
Total 13F shares
-
1,918,455
-
Share change
-
+125,427
-
Total reported value
-
$48,519,185
-
Price per share
-
$25.28
-
Number of holders
-
30
-
Value change
-
+$3,184,927
-
Number of buys
-
27
-
Number of sells
-
1
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - MUNICIPAL HIGH I (CGHM) as of Q4 2024
As of 31 Dec 2024,
CAPITAL GRP FIXED INCM ETF T - MUNICIPAL HIGH I (CGHM) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,918,455 shares.
The largest 10 holders included
Confluence Wealth Services, Inc., MML INVESTORS SERVICES, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Valmark Advisers, Inc., Gutierrez Wealth Advisory, LLC, Capital International Investors, BENJAMIN EDWARDS INC, Cambridge Investment Research Advisors, Inc., CAPTRUST FINANCIAL ADVISORS, and Betterment LLC.
This page lists
30
institutional shareholders reporting positions in this security
for the Q4 2024 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.