CGSM / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF - Proprietà istituzionale - Venditori

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

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
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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