Ria Advisory Group LLC CAPITAL GROUP CORE BALANCED Transaction History

Ria Advisory Group LLC

  • $307 Billion
  • Q1 2025
Number of Shares
29,648
Previous 32,805 9.62%
Holding current value
$918 Million
Previous $1.03 Billion 10.46%
% of portfolio
0.3%
Previous 0.35%

Shares

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

May 12, 2025
SELL
N/A
-3,157 Reduced 9.62%
29,648 $918 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2,560 Added 8.46%
32,805 $1.03 Billion
Q3 2024

Nov 06, 2024
BUY
N/A
30,245 New
30,245 $939 Million
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