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Get Institutions for : 
Capital Group Us Multi-sector Inc. Etf (CGMS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    20
Total shares held : 
 9,152,436  
% of shares held : 
 10.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   61  
Amount of shares held : 
 3,838,559  
% of shares held change : 
   4.27%  
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
 940,307
 10.27%
 
Increased Positions :
47
 3,151,064
 34.43%
 
Unchanged Positions :
6
 112,168
 1.23%
 
Decreased Positions :
6
-213,139
-2.33%
 
Closed Positions :
1
-39,673
-0.43%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Advisor Group Holdings Inc. 414 - 2024-03-31 724,763 $19,597,000 -89,397
   JANE STREET GROUP LLC 655 - 2024-03-31 506,831 $13,705,000 -176,519
   TrueWealth Advisors LLC 3 - 2024-03-31 436,487 $11,803,000 -35,888
   Bouvel Investment Partners LLC 11 - 2024-03-31 213,463 $5,772,000 -7,350
   Crumly & Associates Inc. 37 - 2024-03-31 103,546 $2,800,000 -5,600
   Capital Group Private Client Services Inc. 202 - 2024-03-31 71,281 $1,927,000 -4,213
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 416 - 2024-03-31 60,000 $1,622,000 -105,000
   ATRIA INVESTMENTS LLC 892 - 2024-03-31 42,715 $1,155,000 -37,188
   HOYLECOHEN LLC 141 - 2024-03-31 40,855 $1,105,000 -22,959
   PROEQUITIES INC. 392 - 2024-03-31 23,534 $639,000 -2,166
   Wealthcare Advisory Partners LLC 514 - 2024-03-31 20,428 $552,000 -27
   Mutual Advisors LLC 778 - 2024-03-31 13,912 $376,000 -417
   Tradition Wealth Management LLC 264 - 2024-03-31 13,750 $372,000 -250
  13 Records found
  1    
  Page 1 of 1
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