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Raymond James Financial Services Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Raymond James Financial Services 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 		$14.1M Buy
+523,597
New +$13.9M 0.02% 712

Other funds holding CGCB

ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Raymond James Financial Services Advisors's CGCB Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Capital Group Core Bond ETF (CGCB) in Q3 2024: 523,597 shares worth $14.1M. The stake represents 0.02% of the portfolio and ranks #712 among its holdings.

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

  • Raymond James Financial Services Advisors held 523,597 shares of Capital Group Core Bond ETF worth $14.1M as of Q3 2024.
  • Capital Group Core Bond ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • Capital Group Core Bond ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #712 holding.
  • 110 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.