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Get Institutions for : 
Capital Income Builder Fund (CAIB.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 5    2
Total shares held : 
10,977  
% of shares held : 
1.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-1,443  
% of shares held change : 
  -0.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
3
 196
 1.79%
 
Unchanged Positions :
2
 5,926
 53.99%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
2
-1,639
-14.93%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Financial Gravity Wealth Inc. 290 - 2023-12-31 5,030 $235,000 0
   Coston McIsaac & Partners 105 - 2024-03-31 2,675 $182,000 2
   DIVIDEND GROWTH ADVISORS LLC 164 - 2023-12-31 2,221 $147,000 33
   Main Street Group LTD 195 - 2023-12-31 896 $59,000 0
   TUCKER ASSET MANAGEMENT LLC 320 - 2023-12-31 387 $26,000 32
   Livelsberger Financial Advisory 139 - 2023-12-31 300 $20,000 0
   Strategic Investment Solutions Inc. /IL 435 - 2023-12-31 157 $10,000 157
   Game Plan Financial Advisors LLC 267 - 2024-03-31 25 $2,000 0
   ROTHSCHILD INVESTMENT CORP /IL 419 *Closed 2023-09-30 0 $0 -4,599
   MOTCO 591 *Closed 2023-12-31 0 $0 -1,430
   ORG Partners LLC 1126 *Closed 2023-12-31 0 $0 -209

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results