OakTrust Wealth Advisors LLC acquired a new position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 27,895 shares of the company’s stock, valued at approximately $986,000. Capital Group Core Balanced ETF comprises approximately 0.9% of OakTrust Wealth Advisors LLC’s holdings, making […]

WCG Wealth Advisors LLC acquired a new position in Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 13,716 shares of the company’s stock, valued at approximately $780,000. WCG Wealth Advisors LLC owned about 0.07% of […]