CLBAX
American Balanced Fund 529A
1W: -1.1%
1M: -2.6%
3M: -3.0%
YTD: +5.2%
1Y: +9.4%
3Y: +58.9%
5Y: +50.4%
$39.78
+0.16 (+0.40%)
Weekly Expected Move ±0.9%
$39
$39
$40
$40
$40
Institutional Ownership — CLBAX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 5,588 | 222K | -3,610 | -39.2% | 8Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Jackson Wealth Management, LLC | -3,610 | -39.2% | 5,588 |