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Amer Fds New Perspective A shares owned by Livelsberger Financial Advisory

Quarter-by-quarter ownership of Amer Fds New Perspective A (ANWPX) shares owned by Livelsberger Financial Advisory from 13F filings

Historical chart of Livelsberger Financial Advisory investment in Amer Fds New Perspective A

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All positions including Amer Fds New Perspective A held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer Fds New Perspective A by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $21k 382 55.85

More positions owned by Livelsberger Financial Advisory

Invesco Insured Municipal Income Trust (IIM)
Blackrock Municipal Inco SH (BFK)
Abbvie (ABBV)
PIMCO High Income Fund (PHK)
Gorman-Rupp Company (GRC)
Dws Municipal Income Cf non-tax cef (KTF)
Welltower Inc Com reit (WELL)
Apple (AAPL)
Abbott Laboratories (ABT)
Thornburg Income Builder (TBLD)
Exxon Mobil Corporation (XOM)
Nuveen Div Adv Muni Fd 3 Ben Int (NZF)
Eaton Vance Municipal In SH (EVN)
Bank of America Corporation (BAC)
ACADIA Pharmaceuticals (ACAD)

View all positions for Livelsberger Financial Advisory

Top funds holding Amer Fds New Perspective A

Moody Lynn & Co/
Private Capital Advisors
Fulton Bank, NA
Ethos Financial Group
Ironwood Investment Management
Tucker Asset Management
Canandaigua National Bank and Trust Company
Coston, McIsaac & Partners
Main Street Group
Game Plan Financial Advisors

View all funds holding Amer Fds New Perspective A