Capital Group Core Balanced shares owned by Ameritas Advisory Services
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Ameritas Advisory Services
from 13F filings
Historical chart of Ameritas Advisory Services investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by Ameritas Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Core Balanced by Ameritas Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 54k | 31.27 |
| 2024-09-30 | $1.9M | 63k | 31.05 |
| 2024-06-30 | $2.6M | 86k | 29.73 |
| 2024-03-31 | $380k | 14k | 28.24 |
More positions owned by Ameritas Advisory Services
View all positions for Ameritas Advisory Services