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Get Institutions for : 
American Funds Washington Mutual A (AWSHX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 5    1
Total shares held : 
35,193  
% of shares held : 
0.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
-2  
% 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 :
1
 816
 2.32%
 
Increased Positions :
3
 713
 2.03%
 
Unchanged Positions :
1
 2,817
 8%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
2
-1,531
-4.35%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 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
   ARVEST TRUST CO N A - 2023-12-31 13,827 $791,000 313
   Coston McIsaac & Partners 57 - 2024-03-31 11,823 $735,000 29
   WAYNE HUMMER ASSET MANAGEMENT CO 640 - 2023-12-31 5,939 $340,000 121
   GOFEN & GLOSSBERG LLC /IL/ 396 *New 2022-12-31 6,033 $314,000 6,033
   Livelsberger Financial Advisory 34 - 2023-12-31 5,327 $305,000 0
   Main Street Group LTD 96 - 2023-12-31 2,817 $161,000 0
   Strategic Investment Solutions Inc. /IL 251 *New 2023-12-31 816 $47,000 816
   TUCKER ASSET MANAGEMENT LLC 369 - 2023-12-31 352 $20,000 -15
   ORG Partners LLC 1064 *Closed 2023-12-31 0 $0 -616
   DIVIDEND GROWTH ADVISORS LLC 440 *Closed 2023-12-31 0 $0 -915
   ROTHSCHILD INVESTMENT CORP /IL 453 *Closed 2023-09-30 0 $0 -4,809

  11 Records found
  1    
  Page 1 of 1
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