Capital Group Core Balanced shares owned by D.A. Davidson & Co.
Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by D.A. Davidson & Co.
from 13F filings
Historical chart of D.A. Davidson & Co. investment in Capital Group Core Balanced
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Balanced held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital Group Core Balanced by D.A. Davidson & Co.
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $5.3M | 179k | 29.73 |
2024-03-31 | $4.1M | 140k | 29.11 |