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Capital Group Core Balanced ETF (CGBL)
Market Closed
17 Jul, 20:00
ARCA
All
(1)
US
(1)
ARCA
Primary
$
37.
20
-0.2
-0.5348%
$
3B
Market Cap
0.56%
Div Yield
2.42M
Volume
$
37.4
Previous Close
Investors:
CE
TM
BS
JD
+101
Watching
Watch
Add Transaction
Day Range
37.08
37.34
Year Range
33.25
38.2
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Overview
Dividends
News
Historical Data
Investors
Capital Group Core Balanced ETF Investors
Name
Quantity
Cost
Value
Profit ($)
Gain (%)
SML
Sweeney & Michel LLC
SWEENEY & MICHEL, LLC
9,642
$331,903.41
$360,369.75
$28,466.34
8.58%
Rajiv Shah
KINGSWOOD WEALTH ADVISORS, LLC
24,457
$841,565
$913,835.8
$72,270.8
8.59%
Annmarie Young
KPP Advisory Services LLC
20,981
$727,566.3
$783,955.06
$56,388.76
7.75%
Elizabeth Fleming
Armstrong, Fleming & Moore, Inc
19,184
$645,807.4
$717,002
$71,194.6
11.02%
John Hayes
LongView Wealth Management
264,333
$8.69M
$9.83M
$1.15M
13.2%
Elliot Kallen
Prosperity Wealth Management, Inc.
7,353
$259,781
$274,744.84
$14,963.84
5.76%
Christopher C. Powers
Farther Finance Advisors, LLC
24,845
$877,773.89
$924,234
$46,460.11
5.29%
Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions, Inc.
139,216
$4.52M
$5.21M
$685,986.44
15.17%
MICHAEL DE LUZ
Williams & Novak, LLC
21,936
$763,027.59
$819,748.32
$56,720.73
7.43%
Kevin Bresler
TD Waterhouse Canada Inc.
12,215
$405,485.01
$456,657.77
$51,172.76
12.62%
Courtney Haddad
Concurrent Investment Advisors, LLC
572,908
$20M
$21.43M
$1.43M
7.14%
Teresa Douberly
Burford Brothers, Inc.
71,419
$2.37M
$2.67M
$301,019.05
12.71%
James Rankin
Modern Wealth Management, LLC
12,414
$409,522.79
$464,283.6
$54,760.81
13.37%
Alan Rosenfield
HARMONY ASSET MANAGEMENT LLC
6,333
$212,177.21
$236,854.2
$24,676.99
11.63%
United Advisor Group LLC
United Advisor Group, LLC
40,957
$1.35M
$1.53M
$180,238.9
13.34%
PETER KRUSSEL
Southland Equity Partners LLC
12,306
$428,747.6
$459,690.63
$30,943.03
7.22%
MG
Melissa Glennie
Capital Management Associates, Inc
299,356
$9.72M
$11.19M
$1.47M
15.16%
Curtis Burkholder
Bare Financial Services, Inc
51,052
$1.65M
$1.91M
$254,512.03
15.38%
SAM
Smartleaf Asset Management LLC
Smartleaf Asset Management LLC
426,687
$13.7M
$15.94M
$2.23M
16.3%
Nicole Davis
Northwest Financial Advisors
26,410
$901,387.06
$987,601.95
$86,214.89
9.56%
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