CUSIP 461308777
AMERICAN FUNDS INVMT CO
8 institutions · $5.4M total · 112,274 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Wall Street Access Asset Management, LLC | 72,508 | $4.5M | 64.58% | 2025-12-31 |
| 2 | RiverFront Investment Group, LLC | 9,360 | $588.9K | 8.33% | 2025-06-30 |
| 3 | ORG Partners LLC | 3,342 | $191.3K | 2.97% | 2024-06-30 |
| 4 | Kohmann Bosshard Financial Services, LLC | 1,008 | $63.1K | 0.89% | 2025-12-31 |
| 5 | Vermillion Wealth Management, Inc. | 861 | $48.0K | 0.76% | 2025-03-31 |
| 6 | VIMA LLC | 30 | $1.3K | 0.02% | 2024-03-31 |
| 7 | ROTHSCHILD INVESTMENT CORP /IL | 25,165 | $1.2K | 22.41% | 2023-12-31 |
| 8 | RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | 2023-09-30 |