A&I Financial Services, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

A&I Financial Services, LLC

  • $177 Billion
  • Q2 2025
Number of Shares
29,081
Previous 35,041 17.01%
Holding current value
$838 Million
Previous $882 Million 4.97%
% of portfolio
0.47%
Previous 0.6%

Shares

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

Jul 14, 2025
SELL
N/A
-5,960 Reduced 17.01%
29,081 $838 Million
Q1 2025

May 01, 2025
BUY
N/A
15,127 Added 75.96%
35,041 $882 Million
Q4 2024

Feb 05, 2025
BUY
N/A
19,914 New
19,914 $493 Million
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