Integrated Wealth Concepts »

Capital Group Core Equity Et shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Equity Et by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $343k 11k 31.16

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Cambridge Investment Research Advisors
Stifel Financial
Advisor Group Holdings
Royal Bank of Canada
Baird Financial
CWM
Souders Financial Advisors

View all funds holding Capital Group Core Equity Et