Uhlmann Price Securities, LLC CAPITAL GROUP CORE BALANCED Transaction History

Uhlmann Price Securities, LLC

  • $136 Billion
  • Q1 2025
Number of Shares
13,494
Previous 9,308 44.97%
Holding current value
$418 Million
Previous $291 Million 43.63%
% of portfolio
0.31%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Jul 16, 2025
BUY
N/A
4,186 Added 44.97%
13,494 $418 Million
Q4 2024

Jul 16, 2025
BUY
N/A
9,308 New
9,308 $291 Million
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