Northwest Financial Advisors CAPITAL GROUP CORE BALANCED Transaction History

Northwest Financial Advisors

  • $71.7 Billion
  • Q2 2025
Number of Shares
13,195
Holding current value
$441 Million
% of portfolio
0.62%

Shares

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

Aug 04, 2025
BUY
N/A
13,195 New
13,195 $441 Million
Q1 2024

May 09, 2024
BUY
N/A
138 New
138 $4.02 Million
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