Richmond Investment Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Richmond Investment Services, LLC

  • $184 Billion
  • Q1 2025
Number of Shares
12,836
Previous 18,567 30.87%
Holding current value
$398 Million
Previous $581 Million 31.51%
% of portfolio
0.22%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-5,731 Reduced 30.87%
12,836 $398 Million
Q4 2024

Feb 19, 2025
BUY
N/A
18,567 New
18,567 $581 Million
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