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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
   JANE STREET GROUP LLC 1056 - 2023-12-31 329,478 $8,385,000 -711,963
   ENVESTNET ASSET MANAGEMENT INC 1727 - 2023-12-31 251,968 $6,413,000 -8,118
   UBS Group AG 1827 - 2023-12-31 237,242 $6,038,000 -1,079
   BlackDiamond Wealth Management Inc. 8 - 2023-12-31 116,289 $2,960,000 -26,764
   Atria Wealth Solutions Inc. 585 - 2023-12-31 82,390 $2,097,000 -5,847
   H D Vest Advisory Services 611 - 2024-03-31 61,212 $1,554,000 -6,576
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 101 - 2024-03-31 48,766 $1,238,000 -3,722
   Sawtooth Asset Management Inc. 460 - 2023-12-31 36,336 $925,000 -200
   Mutual Advisors LLC 603 - 2024-03-31 25,714 $653,000 -4,368
   NBC SECURITIES INC. 428 - 2024-03-31 20,286 $515,000 -1,143
   JANNEY MONTGOMERY SCOTT LLC 2178 - 2024-03-31 14,631 $372,000 -50
   HANSON MCCLAIN, INC. 683 - 2024-03-31 11,078 $281,000 -8,081

  12 Records found
  1    
  Page 1 of 1
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