A&I Financial Services, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

A&I Financial Services, LLC

  • $177 Billion
  • Q2 2025
Number of Shares
15,867
Previous 11,813 34.32%
Holding current value
$454 Million
Previous $320 Million 41.66%
% of portfolio
0.26%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
N/A
4,054 Added 34.32%
15,867 $454 Million
Q1 2025

May 01, 2025
BUY
N/A
2,825 Added 31.43%
11,813 $320 Million
Q4 2024

Feb 05, 2025
BUY
N/A
8,988 New
8,988 $239 Million
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