Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
56,729
-
Shares change
-
+4,416
-
Total reported value, excl. options
-
$1,946,728
-
Value change
-
+$146,776
-
Number of buys
-
3
-
Number of sells
-
-1
-
Price
-
$34.32
Significant Holders of AMERICAN FUNDS AMERICAN BALANCED F3 - EQUITY FUNDS as of Q4 2024
4 filings reported holding 024071771 - AMERICAN FUNDS AMERICAN BALANCED F3 - EQUITY FUNDS as of Q4 2024.
AMERICAN FUNDS AMERICAN BALANCED F3 - EQUITY FUNDS has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 56,729 shares
.
Largest 4 shareholders include TUCKER ASSET MANAGEMENT LLC (31,169 shares), RiverFront Investment Group, LLC (24,796 shares), Coston, McIsaac & Partners (764 shares), and MFA WEALTH ADVISORS, LLC (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.