Msh Capital Advisors LLC CAPITAL GROUP CORE BALANCED Transaction History

Msh Capital Advisors LLC

  • $323 Billion
  • Q1 2025
Number of Shares
17,017
Previous 16,926 0.54%
Holding current value
$527 Million
Previous $529 Million 0.39%
% of portfolio
0.16%
Previous 0.17%

Shares

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

May 12, 2025
BUY
N/A
91 Added 0.54%
17,017 $527 Million
Q4 2024

Feb 13, 2025
BUY
N/A
16,926 New
16,926 $529 Million
Q3 2024

Feb 13, 2025
BUY
N/A
2,672 Added 34.82%
10,346 $321 Million
Q2 2024

Feb 13, 2025
SELL
N/A
-9,252 Reduced 54.66%
7,674 $228 Million
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