CUSIP 02629W775
AMERICAN FUNDS GLOBAL BALANCED F3
4 institutions · $117.7K total · 3,403 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors LLC | 1,044 | $42.0K | 30.67% | 2025-12-31 |
| 2 | MFA Wealth Advisors, LLC | 1,071 | $40.1K | 31.47% | 2024-06-30 |
| 3 | Vermillion Wealth Management, Inc. | 867 | $35.6K | 25.47% | 2025-09-30 |
| 4 | Coston, McIsaac & Partners | 421 | $16 | 12.37% | 2025-12-31 |