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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 02629W502

AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2

5 institutions · $724.4K total · 20,280 shares

#ManagerSharesValue% of TotalPeriod
1WEST MICHIGAN ADVISORS, LLC15,499$537.2K76.42%2023-09-30
2Wall Street Access Asset Management, LLC1,840$74.2K9.07%2025-12-31
3TUCKER ASSET MANAGEMENT LLC1,768$64.8K8.71%2024-12-31
4Transce3nd, LLC1,029$42.8K5.07%2025-12-31
5ORG Partners LLC144$5.4K0.71%2024-06-30