Smartleaf Asset Management LLC CAPITAL GROUP CORE BALANCED Transaction History

Smartleaf Asset Management LLC

  • $1.13 Trillion
  • Q2 2025
Number of Shares
336,809
Previous 296,940 13.43%
Holding current value
$11.3 Billion
Previous $9.2 Billion 22.43%
% of portfolio
0.99%
Previous 0.89%

Shares

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

Aug 14, 2025
BUY
N/A
39,869 Added 13.43%
336,809 $11.3 Billion
Q1 2025

May 14, 2025
BUY
N/A
63,794 Added 27.36%
296,940 $9.2 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
21,501 Added 10.16%
233,146 $7.3 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
211,645 New
211,645 $6.6 Billion
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