CUSIP 643822109
AMERICAN FUNDS NEW ECONO
6 institutions · $440.4K total · 11,192 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 3,726 | $270.7K | 33.29% | 2025-12-31 |
| 2 | Financial Gravity Asset Management, Inc. | 710 | $101.3K | 6.34% | 2023-12-31 |
| 3 | TUCKER ASSET MANAGEMENT LLC | 615 | $40.3K | 5.49% | 2024-12-31 |
| 4 | Eagle Bay Advisors LLC | 413 | $27.1K | 3.69% | 2024-09-30 |
| 5 | Karpus Management, Inc. | 10 | $698 | 0.08% | 2025-12-31 |
| 6 | ROTHSCHILD INVESTMENT CORP /IL | 5,718 | $293 | 51.09% | 2023-09-30 |