FinTrust Capital Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

FinTrust Capital Advisors’s Portfolio CGCB Stock Details CGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$15K	Buy	+556	New	+$14.8K	﹤0.01%	863

Other funds holding CGCB

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

FinTrust Capital Advisors's CGCB Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Capital Group Core Bond ETF (CGCB) in Q3 2024: 556 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings.

110 funds tracked by Wall St. Rank hold CGCB as of Q3 2024.

FinTrust Capital Advisors held 556 shares of Capital Group Core Bond ETF worth $15K as of Q3 2024.
Capital Group Core Bond ETF was a new FinTrust Capital Advisors position in Q3 2024.
Capital Group Core Bond ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #863 holding.
110 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.