Bare Financial Services, Inc CAPITAL GROUP CORE BALANCED ETF Transaction History

Bare Financial Services, Inc

  • $296 Billion
  • Q2 2025
Number of Shares
36,522
Previous 29,802 22.55%
Holding current value
$1.22 Billion
Previous $923 Million 32.28%
% of portfolio
0.41%
Previous 0.35%

Shares

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

Aug 13, 2025
BUY
N/A
6,720 Added 22.55%
36,522 $1.22 Billion
Q1 2025

May 12, 2025
BUY
N/A
5,204 Added 21.16%
29,802 $923 Million
Q4 2024

Feb 07, 2025
BUY
N/A
12,634 Added 105.6%
24,598 $769 Million
Q3 2024

Nov 13, 2024
BUY
N/A
10,361 Added 646.35%
11,964 $371 Million
Q2 2024

Aug 14, 2024
BUY
N/A
1,603 New
1,603 $48.4 Million
Track This Portfolio

Track Bare Financial Services, Inc Portfolio

Follow Bare Financial Services, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bare Financial Services, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bare Financial Services, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email