CGBL / Capital Group Core Balanced ETF - Institutionellt ägande - Säljare

Capital Group Core Balanced ETF
US ˙ ARCA

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-14 13F Comerica Bank 56 672 −9,92 1 895 −2,72
2025-07-14 13F Golden State Equity Partners 0 −100,00 0
2025-08-19 13F Advisory Services Network, LLC 121 134 −34,49 4 074 −28,89
2025-07-11 13F AA Financial Advisors, LLC 57 599 −2,21 1 926 5,59
2025-07-28 13F SFG Wealth Management, LLC. 0 −100,00 0
2025-07-23 13F Capital Management Associates, Inc 186 189 −40,48 6 226 −35,75
2025-08-14 13F TCG Advisory Services, LLC 35 093 −52,27 1 173 −48,48
2025-08-12 13F Financial Advocates Investment Management 34 722 −8,52 1 161 −1,19
2025-08-13 13F Capital International Investors 21 704 −31,43 726 −26,02
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 432 969 −12,18 47 923 −5,20
2025-07-09 13F Keystone Wealth Services, LLC 30 000 −16,86 1 003 −10,21
2025-07-24 13F MSH Capital Advisors LLC 0 −100,00 0
2025-08-14 13F Challenger Wealth Management 109 258 −6,08 3 654 1,39
2025-04-10 13F Eclectic Associates Inc /adv 0 −100,00 0
2025-07-16 13F Owen LaRue, LLC 22 420 −48,80 750 −44,76
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 287 133 −1,53 9 602 6,29
2025-07-16 13F Dakota Wealth Management 23 184 −6,69 779 0,78
2025-05-15 13F Fft Wealth Management Llc 0 −100,00 0
2025-05-14 13F Capital Analysts, Inc. 0 −100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 8 107 −3,57 271 4,23
2025-08-26 13F Nautilus Advisors LLC 33 518 −27,19 1 121 −21,46
2025-05-12 13F WealthPLAN Partners, LLC 0 −100,00 0
2025-05-02 13F Capital A Wealth Management, LLC 1 858 −8,92 58 −9,52
2025-05-15 13F MAI Capital Management 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 9 602 −23,58 321 −17,48
2025-07-21 13F Ameritas Advisory Services, LLC 33 764 −39,72 1 129 −35,26
2025-07-21 13F Ameriflex Group, Inc. 0 −100,00 0
2025-07-10 13F Financial Management Network Inc 7 614 −8,78 257 6,22
2025-08-06 13F Commonwealth Equity Services, Llc 1 818 806 −0,16 61 7,14
2025-07-14 13F Armstrong Advisory Group, Inc 0 −100,00 0
2025-08-18 13F N.E.W. Advisory Services LLC 4 287 −49,80 143 −45,83
2025-07-25 13F McNamara Financial Services, Inc. 10 271 −54,94 343 −51,42
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-07-28 13F Holistic Planning, LLC 6 398 −39,56 214 −34,86
2025-08-13 13F Rockport Wealth LLC 0 −100,00 0
2025-04-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-07-21 13F Warner Financial, Inc 7 289 −10,98 0
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-25 13F Transcendent Capital Group LLC 8 592 −11,01 287 −4,01
2025-07-25 13F Atria Wealth Solutions, Inc. 60 108 −59,28 2 020 −56,00
2025-07-28 13F Mutual Advisors, LLC 32 788 −11,04 1 113 −1,85
2025-08-05 13F Dahring | Cusmano Llc 49 786 −6,38 1 665 1,03
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2025-08-08 13F Davies Financial Advisors, Inc. 55 223 −2,11 1 847 5,67
2025-07-17 13F Johnson Bixby & Associates, LLC 206 975 −0,59 6 921 7,30
2025-08-08 13F Kingsview Wealth Management, LLC 27 787 −12,25 929 −5,30
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 85 501 −54,70 2 859 −51,10
2025-08-06 13F Mascagni Wealth Management, Inc. 67 080 −12,85 2 243 −5,91
2025-07-16 13F St Germain D J Co Inc 652 940 −7,48 21 834 −0,13
2025-08-14 13F Modern Wealth Management, LLC 9 480 −0,42 317 7,82
2025-08-04 13F Spire Wealth Management 4 845 −43,87 162 −39,33
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-14 13F Tennessee Valley Asset Management Partners 0 −100,00 0
2025-07-31 13F Hobart Private Capital, LLC 6 549 −1,00 219 6,86
2025-08-14 13F Jane Street Group, Llc 140 000 −50,23 4 682 −46,28
2025-08-01 13F Brookwood Investment Group LLC 20 367 −2,61 681 5,26
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-07 13F PCG Wealth Advisors, LLC 0 −100,00 0
2025-08-11 13F Advisor Resource Council 6 533 −96,04 218 −95,73
2025-08-04 13F WNY Asset Management, LLC 42 077 −12,17 1 407 −5,19
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