Marshall Investment Management, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Marshall Investment Management, LLC

  • $21 Billion
  • Q2 2025
Number of Shares
7,445
Previous 141,042 94.72%
Holding current value
$213 Million
Previous $3.82 Billion 94.43%
% of portfolio
1.01%
Previous 2.38%

Shares

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

Aug 13, 2025
SELL
N/A
-133,597 Reduced 94.72%
7,445 $213 Million
Q1 2025

May 07, 2025
BUY
N/A
141,042 New
141,042 $3.82 Billion
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