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Get Institutions for : 
Capital Group Short Duration Municipal Income Etf (CGSM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    7
Total shares held : 
1,606,008  
% of shares held : 
17.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
406,568  
% of shares held change : 
  4.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 834,115
 51.94%
 
Increased Positions :
1
 80,419
 5.01%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
2
-507,966
-31.63%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Beta Wealth Group Inc. 14 *New 2024-03-31 182,743 $4,698,000 182,743
   STEPHENS INC /AR/ 553 *New 2024-03-31 43,325 $1,114,000 43,325
   Private Advisor Group LLC 1159 *New 2024-03-31 38,835 $998,000 38,835
   ENVESTNET ASSET MANAGEMENT INC 3026 *New 2024-03-31 38,136 $980,000 38,136
   MORGAN STANLEY 4967 *New 2024-03-31 28,197 $725,000 28,197
   U.S. Capital Wealth Advisors LLC 534 *New 2024-03-31 13,550 $348,000 13,550
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2917 *New 2024-03-31 8,708 $224,000 8,708
   PROEQUITIES INC. 5398 *New 2024-03-31 0 $0 0

  8 Records found
  1    
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