CGSM / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF - Institutionellt ägande - Säljare

Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF
US ˙ ARCA

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-04-16 13F Uhlmann Price Securities, Llc 18 393 −5,71 483 −5,85
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-05-14 13F Allworth Financial LP 2 196 −3,51 58 −3,39
2026-02-13 13F Flow Traders U.s. Llc 0 −100,00 0
2026-02-04 13F Ameritas Advisory Services, LLC 0 −100,00 0
2026-05-13 13F/A Jpmorgan Chase & Co 988 −54,74 26 −56,14
2026-04-17 13F Richards, Merrill & Peterson, Inc. 20 800 −0,12 547 −0,36
2026-05-06 13F Assetmark, Inc 122 757 −6,84 3 226 −7,03
2026-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2026-04-09 13F Peterson Wealth Advisors, LLC 20 960 −8,69 551 −8,94
2026-04-13 13F Creative Financial Designs Inc /adv 472 −19,18 12 −20,00
2026-04-15 13F LongView Wealth Management 0 −100,00 0
2026-05-14 13F Captrust Financial Advisors 712 535 −17,23 18 725 −17,42
2026-05-07 13F Beta Wealth Group, Inc. 0 −100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 123 276 −0,37 3 240 −0,61
2026-05-15 13F/A EverSource Wealth Advisors, LLC 53 443 −25,87 1 404 −26,07
2026-05-05 13F D.a. Davidson & Co. 36 045 −0,07 947 −0,32
2026-05-01 13F Valmark Advisers, Inc. 8 091 −86,77 213 −86,84
2026-02-10 13F Sittner & Nelson, Llc 0 −100,00 0
2026-01-29 13F Comerica Bank 1 705 −42,65 45 −43,59
2026-05-14 13F Betterment LLC 82 317 −12,43 2 0,00
2026-04-28 13F PUREfi Wealth, LLC 68 160 −30,53 1 791 −30,69
2026-05-07 13F Confluence Wealth Services, Inc. 36 093 −23,22 949 −23,42
2026-04-09 13F TrueWealth Advisors, LLC 13 660 −6,72 359 −7,01
2026-01-15 13F Saxony Capital Management, LLC 0 −100,00 0
2026-02-06 13F Global Retirement Partners, LLC 2 045 −14,11 54 −14,52
2026-05-14 13F Gwn Securities Inc. 29 481 −2,16 775 −2,40
2026-05-15 13F Bank Of America Corp /de/ 0 −100,00 0
2026-05-14 13F JHP Wealth Management, LLC 45 826 −2,12 1 204 −2,35
2026-05-14 13F StoneX Group Inc. 0 −100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 372 711 −7,30 9 795 −7,52
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-05-11 13F Elequin Capital Lp 0 −100,00 0
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 11 685 −6,03 307 −6,12
2026-04-22 13F Hartmann Taylor Wealth Management, LLC 155 916 −5,39 4 097 −5,60
2026-05-01 13F Eq Wealth Advisors, Llc 0 −100,00 0
2026-01-14 13F Embree Financial Group 0 −100,00 0
2026-04-22 13F Capital Investment Management, Inc. 26 990 −2,76 709 −3,01
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-05-04 13F Mml Investors Services, Llc 348 737 −9,82 9 165 −10,02
2026-04-28 13F Tempus Wealth Planning, LLC 10 653 −5,36 280 −5,74
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 43 260 −22,15 1 137 −22,35
2026-04-28 13F Stephens Inc /ar/ 12 890 −1,41 339 −1,74
2026-04-29 13F Sunrise Financial Services, LLC 35 561 −4,61 935 −4,79
2026-04-30 13F Landaas & Co /wi /adv 21 779 −30,24 572 −30,41
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