Quantum Financial Planning Services, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Quantum Financial Planning Services, Inc.

  • $183 Billion
  • Q1 2025
Number of Shares
10,738
Previous 20,042 46.42%
Holding current value
$333 Million
Previous $627 Million 46.92%
% of portfolio
0.18%
Previous 0.35%

Shares

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

May 08, 2025
SELL
N/A
-9,304 Reduced 46.42%
10,738 $333 Million
Q4 2024

Jan 23, 2025
BUY
N/A
20,042 New
20,042 $627 Million
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