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Capital Group Core Balanced shares owned by Mml Investors Services

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Mml Investors Services from 13F filings

Historical chart of Mml Investors 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 Mml Investors Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Mml Investors Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 243k 31.05
2024-06-30 $6.1M 206k 29.73
2024-03-31 $1.8M 63k 29.11
2023-12-31 $1.4M 52k 27.33

More positions owned by Mml Investors Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Total Usd (IUSB)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Value Etf (VTV)

View all positions for Mml Investors Services

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced