Capital A Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025
Number of Shares
1,858
Previous 2,040 8.92%
Holding current value
$57.6 Million
Previous $63.8 Million 9.77%
% of portfolio
0.06%
Previous 0.11%

Shares

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

May 02, 2025
SELL
N/A
-182 Reduced 8.92%
1,858 $57.6 Million
Q4 2024

Feb 26, 2025
BUY
N/A
2,040 New
2,040 $63.8 Million
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