FFT Wealth Management LLC purchased a new position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 7,079 shares of the company’s stock, valued at approximately $221,000.
Several other institutional investors have also modified their holdings of the company. Confluence Wealth Services Inc. raised its position in Capital Group Core Balanced ETF by 252.5% during the fourth quarter. Confluence Wealth Services Inc. now owns 214,999 shares of the company’s stock worth $6,923,000 after acquiring an additional 154,001 shares during the last quarter. Endeavor Private Wealth Inc. purchased a new position in shares of Capital Group Core Balanced ETF during the 4th quarter worth approximately $3,842,000. High Net Worth Advisory Group LLC raised its position in shares of Capital Group Core Balanced ETF by 821.8% during the 4th quarter. High Net Worth Advisory Group LLC now owns 125,600 shares of the company’s stock worth $3,928,000 after purchasing an additional 111,975 shares during the last quarter. ST Germain D J Co. Inc. lifted its stake in Capital Group Core Balanced ETF by 22.3% in the 4th quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock valued at $17,923,000 after buying an additional 104,540 shares in the last quarter. Finally, Harbour Investments Inc. grew its holdings in Capital Group Core Balanced ETF by 73.0% during the 3rd quarter. Harbour Investments Inc. now owns 222,857 shares of the company’s stock valued at $6,920,000 after buying an additional 94,015 shares during the last quarter.
Capital Group Core Balanced ETF Price Performance
Capital Group Core Balanced ETF stock opened at $32.10 on Thursday. Capital Group Core Balanced ETF has a fifty-two week low of $27.94 and a fifty-two week high of $32.65. The stock has a fifty day moving average of $31.88 and a two-hundred day moving average of $31.42.
About Capital Group Core Balanced ETF
The Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash.
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