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Capital Group Core Balanced shares owned by Fft Wealth Management

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Fft Wealth Management from 13F filings

Historical chart of Fft Wealth Management investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Fft Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Fft Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $221k 7.1k 31.27

More positions owned by Fft Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Copart (CPRT)
Ishares Tr Core S&p Mcp Etf (IJH)
Tempur-Pedic International (SGI)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fft Wealth Management

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
CWM
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Capital Group Core Balanced