Davies Financial Advisors, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Davies Financial Advisors, Inc.

  • $118 Billion
  • Q4 2024
Number of Shares
58,906
Previous 58,126 1.34%
Holding current value
$1.84 Billion
Previous $1.8 Billion 2.06%
% of portfolio
1.57%
Previous 1.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
N/A
780 Added 1.34%
58,906 $1.84 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
19,288 Added 49.66%
58,126 $1.8 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
38,838 New
38,838 $1.15 Billion
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