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Get Institutions for : 
Capital Group Core Balanced Etf (CGBL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    32
Total shares held : 
2,803,328  
% of shares held : 
31.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  34  
Amount of shares held : 
1,603,403  
% of shares held change : 
  17.82%  
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 :
32
 1,335,616
 47.64%
 
Increased Positions :
3
 492,787
 17.58%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
1
-225,000
-8.03%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Retirement Group LLC 377 - 2024-03-31 627 $18,000 0
   Bell Investment Advisors Inc 1691 - 2024-03-31 45 $1,000 0

  2 Records found
  1    
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