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Get Institutions for : 
American Funds EuroPacific Gr A (AEPGX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 3    2
Total shares held : 
1,882  
% of shares held : 
0%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-1,530  
% of shares held change : 
  -0%  
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 :
0
 0
 0%
 
Increased Positions :
2
 69
 3.67%
 
Unchanged Positions :
1
 866
 46.01%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
2
-1,599
-84.96%
 
Guru Positions :
0
 0%
 
View holdings for period: 
9-30-2022

  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
   Financial Gravity Wealth Inc. 291 - 2023-12-31 866 $203,000 0
   TUCKER ASSET MANAGEMENT LLC 219 - 2023-12-31 1,034 $57,000 33
   Coston McIsaac & Partners 197 - 2024-03-31 968 $56,000 0
   Strategic Investment Solutions Inc. /IL 561 - 2023-12-31 48 $3,000 48
   GROVE CREEK ASSET MANAGEMENT 344 *Closed 2023-12-31 0 $0 -1,166
   DIVIDEND GROWTH ADVISORS LLC 429 *Closed 2023-12-31 0 $0 -433

  6 Records found
  1    
  Page 1 of 1
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