Bridgewealth Advisory Group, LLC CAPITAL GROUP CORE BALANCED Transaction History

Bridgewealth Advisory Group, LLC

  • $394 Billion
  • Q2 2025
Number of Shares
16,631
Previous 15,696 5.96%
Holding current value
$556 Million
Previous $486 Million 14.37%
% of portfolio
0.14%
Previous 0.64%

Shares

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

Aug 04, 2025
BUY
N/A
935 Added 5.96%
16,631 $556 Million
Q1 2025

May 13, 2025
SELL
N/A
-310 Reduced 1.94%
15,696 $486 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2,124 Added 15.3%
16,006 $520 Million
Q3 2024

Nov 13, 2024
BUY
N/A
2,142 Added 18.25%
13,882 $431 Million
Q2 2024

Aug 13, 2024
BUY
N/A
3,900 Added 49.74%
11,740 $349 Million
Q1 2024

Apr 18, 2024
BUY
N/A
7,840 New
7,840 $228 Million
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