Tucker Asset Management LLC AMERICAN FUNDS AMERICAN BALANCED F1 Transaction History

Tucker Asset Management LLC

  • $433 Billion
  • Q3 2024
Number of Shares
2,203
Previous 2,175 1.29%
Holding current value
$79.9 Million
Previous $75.1 Million 6.43%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Feb 03, 2025
BUY
N/A
28 Added 1.29%
2,203 $79.9 Million
Q2 2024

Aug 09, 2024
BUY
N/A
6 Added 0.28%
2,175 $75.1 Million
Q1 2024

Aug 09, 2024
SELL
N/A
-222 Reduced 9.28%
2,169 $73.3 Million
Q4 2023

Mar 04, 2024
BUY
N/A
34 Added 1.44%
2,391 $76.4 Million
Q3 2023

Dec 04, 2023
BUY
N/A
2,357 New
2,357 $69.6 Million
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