Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CL A
-
Total 13F shares
-
62,268
-
Share change
-
+26,983
-
Total reported value
-
$1,991,954
-
Price per share
-
$31.99
-
Number of holders
-
10
-
Value change
-
+$864,049
-
Number of buys
-
6
-
Number of sells
-
1
Institutional Holders of AMERICAN BALANCED FD - CL A as of Q4 2023
As of 31 Dec 2023,
AMERICAN BALANCED FD - CL A was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
62,268 shares.
The largest 10 holders included
Ethos Financial Group, LLC, ARVEST TRUST CO N A, TOWER BRIDGE ADVISORS, Strategic Investment Solutions, Inc. /IL, Livelsberger Financial Advisory, Financial Gravity Asset Management, Inc., TUCKER ASSET MANAGEMENT LLC, DIVIDEND ASSETS CAPITAL, LLC, Main Street Group, LTD, and Coston, McIsaac & Partners.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.