Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
62,954
-
Share change
-
0
-
Total reported value
-
$1,721,162
-
Price per share
-
$27.34
-
Number of holders
-
1
Institutional Holders of CAPITAL GROUP CORE BALANCED - SHS (CGBL) as of Q4 2023
As of 31 Dec 2023,
CAPITAL GROUP CORE BALANCED - SHS (CGBL) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
62,954 shares.
The largest 10 holders included
Capital International Investors, Cambridge Investment Research Advisors, Inc., OLD MISSION CAPITAL LLC, OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, Kestra Advisory Services, LLC, Capital Group Private Client Services, Inc., J Arnold Wealth Management Co, Sunbelt Securities, Inc., and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
40
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.