Atria Wealth Solutions Inc. Raises Stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Atria Wealth Solutions Inc. boosted its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 39.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 91,343 shares of the company’s stock after acquiring an additional 25,952 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Capital Group Core Balanced ETF were worth $2,856,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the stock. Hobbs Group Advisors LLC grew its stake in Capital Group Core Balanced ETF by 257.4% during the third quarter. Hobbs Group Advisors LLC now owns 3,217 shares of the company’s stock worth $100,000 after buying an additional 2,317 shares during the period. Allworth Financial LP purchased a new stake in Capital Group Core Balanced ETF during the fourth quarter worth approximately $105,000. Thurston Springer Miller Herd & Titak Inc. grew its stake in Capital Group Core Balanced ETF by 39.8% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock worth $106,000 after buying an additional 962 shares during the period. Ashton Thomas Securities LLC acquired a new position in shares of Capital Group Core Balanced ETF during the third quarter worth $141,000. Finally, Tudor Financial Inc. acquired a new position in shares of Capital Group Core Balanced ETF during the fourth quarter worth $202,000.

Capital Group Core Balanced ETF Trading Down 1.0 %

NYSEARCA CGBL opened at $32.12 on Friday. Capital Group Core Balanced ETF has a 12 month low of $27.94 and a 12 month high of $32.65. The company’s fifty day moving average price is $31.88 and its two-hundred day moving average price is $31.35.

Capital Group Core Balanced ETF Company Profile

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.