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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
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 378 - 2024-03-31 798,000 $20,517,000 133,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 912 - 2024-03-31 52,283 $1,344,000 50,945
   COMMONWEALTH EQUITY SERVICES LLC. 2132 - 2024-03-31 43,829 $1,127,000 7,314
   Advisor Group Holdings Inc. 2282 - 2024-03-31 40,443 $1,040,000 12,699
   BENJAMIN F. EDWARDS & COMPANY INC. 1139 - 2024-03-31 3,212 $83,000 32
   ICA Group Wealth Management LLC 661 - 2024-03-31 1,161 $30,000 361

  6 Records found
  1    
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