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Get Institutions for : 
Capital Group Short Duration Inc. Etf (CGSD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 68    9
Total shares held : 
8,454,780  
% of shares held : 
86.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  26  
Amount of shares held : 
715,555  
% of shares held change : 
  7.28%  
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 :
13
 284,183
 3.36%
 
Increased Positions :
31
 1,365,124
 16.15%
 
Unchanged Positions :
10
 214,773
 2.54%
 
Decreased Positions :
14
-777,074
-9.19%
 
Closed Positions :
4
-156,678
-1.85%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GUARDIAN WEALTH ADVISORS LLC / NC 121 - 2024-03-31 29,450 $748,000 0
   Aptus Capital Advisors LLC 422 - 2024-03-31 29,450 $748,000 0
   ST GERMAIN D J CO INC 246 - 2024-03-31 10,225 $260,000 0
   DAYMARK WEALTH PARTNERS LLC 388 - 2024-03-31 9,104 $231,000 0
   OPPENHEIMER & CO INC 1295 - 2024-03-31 8,700 $221,000 0
   PRINCIPAL SECURITIES INC. 981 - 2024-03-31 8,300 $211,000 0
   WETHERBY ASSET MANAGEMENT INC 880 - 2024-03-31 7,950 $202,000 0
   PRIVATE TRUST CO NA 1353 - 2024-03-31 1,000 $25,000 0
   Signature Resources Capital Management LLC 138 - 2024-03-31 873 $22,000 0

  9 Records found
  1    
  Page 1 of 1
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