Amer FND 2040 TRGT RTRM-R6RFGTX
13F holders, Q1 2024 (March 31)1holders
$19.92avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Amer FND 2040 TRGT RTRM-R6 (RFGTX) in their 13F filings. The largest holder was Grey Fox Wealth Advisors, LLC ($335K).
- Company
- Amer FND 2040 TRGT RTRM-R6
- Filed as
- American Funds Trgt Date Ret 2040 R6 (Q1 2024)
- CUSIP
- 02630T357
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $335K |
| Exits | 0 | $0 |
Ownership 1 holders
| Grey Fox Wealth Advisors, LLC | 0.13% | New | 16,801 | $335K |
"% of holder's portfolio" is RFGTX's weight in each manager's 13F, not the share of Amer FND 2040 TRGT RTRM-R6 the manager owns.