Capital Group Private Client Services, Inc. Purchases in Q4 2024

Capital Group Private Client Services, Inc.

  • $10.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.46K
+ 38.95%
$131.66 - $144.0 $192K - $211K
5.22K $689K
IWD
Ishares Russell 1000 Val ETF

ETFs
918
+ 26.91%
$183.23 - $199.79 $168K - $183K
4.33K $801K
IEMG
Ishares Inc

ETFs
2.64K
+ 3.85%
N/A
71K $3.81M
AVUS
American Centy ETF Tr Avantis

ETFs
194
+ 0.34%
$94.36 - $102.06 $18.3K - $19.8K
56.9K $5.52M
MGK
Vanguard Mega Cap Growth ETF

ETFs
12
+ 0.24%
$316.94 - $357.88 $3.8K - $4.29K
4.92K $1.69M
CGCP
Capital Group Core Plus Income

ETFs
9.89K
+ 8.44%
$22.13 - $23.17 $219K - $229K
127K $2.82M
IWP
Ishares Russell Mid Cap Growth

ETFs
4
+ 0.05%
$116.4 - $138.52 $466 - $554
7.46K $945K
MOH
Molina Healthcare, Inc.

Healthcare
1.76K
+ 21.03%
$274.73 - $341.91 $484K - $603K
10.1K $2.95M
IWS
Ishares Russell Midcap Value E

ETFs
597
+ 12.67%
$128.08 - $140.32 $76.5K - $83.8K
5.31K $686K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
10
+ 0.23%
$278.19 - $315.36 $2.78K - $3.15K
4.39K $1.26M
IWM
Ishares Russell 2000 ETF

ETFs
48
+ 0.27%
$216.13 - $242.4 $10.4K - $11.6K
18K $3.98M
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.99K
+ 1.44%
$28.88 - $29.33 $231K - $234K
561K $16.3M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
3
+ 0.05%
$59.58 - $63.93 $179 - $192
6.37K $389K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.49K
+ 198.45%
$22.01 - $66.82 $209K - $634K
14.3K $324K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
37
+ 1.27%
$100.22 - $100.73 $3.71K - $3.73K
2.95K $296K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.16%
N/A
3.04K $553K
Brookfield Asset Managmt LTD
31.2K
+ 75.31%
N/A
72.5K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
47
+ 0.43%
$126.68 - $134.74 $5.95K - $6.33K
10.9K $1.39M
Capital Group Global Equity
318K
+ 29.32%
N/A
1.4M $0
Capital Group Conservative E
624K
+ 96.0%
N/A
1.27M $0
CGMU
Capital Group Core Plus Income
11.2K
+ 1.65%
N/A
689K $0
Ge Vernova Inc
44.2K
+ 16.3%
N/A
316K $0
Lam Research Corp
28.9K
New
N/A
28.9K $0
Capital Group International
157K
+ 38.42%
N/A
567K $0
Capital Grp Fixed Incm ETF T
77.8K
+ 264.55%
N/A
107K $0
Capital Group Dividend Growe
1.07M
+ 62.13%
N/A
2.8M $0
South Bow Corp
237K
New
N/A
237K $0
Capital Group International
42.9K
+ 184.78%
N/A
66.1K $0
Capital Group Core Balanced
326
+ 0.21%
N/A
155K $0
Capital Group New Geography
267K
+ 95.79%
N/A
545K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
46
+ 1.2%
$77.02 - $78.58 $3.54K - $3.61K
3.87K $298K
IWN
Ishares Russell2000 Val ETF

ETFs
32
+ 0.96%
$162.69 - $181.35 $5.21K - $5.8K
3.38K $554K
VTV
Vanguard Value ETF

ETFs
6
+ 0.2%
$168.32 - $181.87 $1.01K - $1.09K
2.99K $506K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
36
+ 0.52%
$60.13 - $67.31 $2.16K - $2.42K
6.92K $420K
IEFA
Ishares Tr

ETFs
111
+ 1.6%
$70.06 - $77.43 $7.78K - $8.59K
7.04K $494K
EEM
Ishares Msci Emerging Markets

ETFs
400
+ 1.02%
$41.82 - $47.36 $16.7K - $18.9K
39.6K $1.66M
VNQ
Vanguard Specialized Funds Van

ETFs
539
+ 2.0%
$87.85 - $98.6 $47.4K - $53.1K
27.5K $2.45M
TLT
Ishares Barclays 20+ Year Trea

ETFs
310
+ 1.42%
$87.1 - $98.49 $27K - $30.5K
22.2K $1.94M
KO
Coca Cola CO

Consumer Defensive
2.46K
+ 3.83%
$61.74 - $71.71 $152K - $177K
66.7K $4.15M
CMS
Cms Energy Corp

Utilities
903
+ 0.3%
$65.76 - $71.94 $59.4K - $65K
307K $20.5M
CGXU
Capital Group Intl Focus Equit

ETFs
128K
+ 4.06%
$24.67 - $26.94 $3.15M - $3.44M
3.27M $80.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8.11K
+ 1.03%
$209.89 - $233.24 $1.7M - $1.89M
793K $169M
TSCO
Tractor Supply CO

Consumer Cyclical
759K
+ 374.0%
$52.59 - $303.74 $39.9M - $230M
962K $51M
CEG
Constellation Energy Corp

Utilities
31.2K
+ 6.08%
$224.28 - $285.52 $7M - $8.91M
544K $122M
Activity Summary
Buys All Purchases 95 New Holdings 16 Increased Positions 79 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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