Coston, McIsaac & Partners - AMER BALANCED FD INC ownership

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AMER BALANCED FD INC's ticker is and the CUSIP is 024071102. A total of 5 filers reported holding AMER BALANCED FD INC in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of AMER BALANCED FD INC
ValueSharesWeighting
Q3 2023$42
-2.3%
1,441
+0.1%
0.02%
+6.7%
Q2 2023$43
-38.6%
1,440
-39.8%
0.02%
-42.3%
Q1 2023$70
+2.9%
2,3930.0%0.03%0.0%
Q4 2022$68
-99.9%
2,393
+0.3%
0.03%
-10.3%
Q3 2022$63,000–2,387–0.03%–
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Other shareholders
AMER BALANCED FD INC shareholders Q4 2022
NameSharesValueWeighting ↓
ROTHSCHILD INVESTMENT LLC /IL 27,211$642,0000.08%
CATAWBA CAPITAL MANAGEMENT /VA 11,855$280,0000.08%
CT Financial Advisors LLC 4,957$116,927,0000.07%
Vision Capital Management, Inc. 12,802$302,0000.07%
DONALDSON CAPITAL MANAGEMENT, LLC 11,227$265,0000.04%
REILLY FINANCIAL ADVISORS, LLC 5,635$133,0000.02%
GLENMEDE TRUST CO NA 2,240$52,0000.00%
View complete list of AMER BALANCED FD INC shareholders