Capital Group Core Balanced shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Capital Group Core Balanced by Aptus Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.7M | 58k | 29.11 |