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Get Institutions for : 
Capital Group Core Plus Income Etf (CGCP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 145    17
Total shares held : 
47,135,216  
% of shares held : 
52.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  85  
Amount of shares held : 
12,030,990  
% of shares held change : 
  13.37%  
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 :
21
 1,616,372
 3.43%
 
Increased Positions :
91
 11,358,392
 24.1%
 
Unchanged Positions :
10
 200,598
 0.43%
 
Decreased Positions :
23
-867,401
-1.84%
 
Closed Positions :
4
-76,373
-0.16%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 168 - 2024-03-31 32,278 $725,000 0
   Madison Wealth Partners Inc 57 - 2024-03-31 28,654 $644,000 0
   EverSource Wealth Advisors LLC 241 - 2024-03-31 23,060 $523,000 0
   DAYMARK WEALTH PARTNERS LLC 330 - 2024-03-31 14,390 $323,000 0
   Alpha Financial Advisors LLC 32 - 2024-03-31 13,421 $301,000 0
   HOYLECOHEN LLC 238 - 2024-03-31 13,137 $295,000 0
   Kuhn & Co Investment Counsel 105 - 2024-03-31 12,700 $285,000 0
   Frazier Financial Advisors LLC 43 - 2024-03-31 12,694 $285,000 0
   Northwest Financial Advisors 259 - 2024-03-31 2,425 $54,000 0
   CarsonAllaria Wealth Management Ltd. 179 - 2024-03-31 1,049 $24,000 0
   Clear Point Advisors Inc. 284 - 2024-03-31 779 $17,000 0
   Larson Financial Group LLC 1029 - 2024-03-31 430 $10,000 0

  12 Records found
  1    
  Page 1 of 1
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