Base Wealth Management LLC CAPITAL GROUP CORE BALANCED Transaction History

Base Wealth Management LLC

  • $156 Billion
  • Q2 2025
Number of Shares
368,189
Previous 362,371 1.61%
Holding current value
$12.3 Billion
Previous $11.2 Billion 9.67%
% of portfolio
7.89%
Previous 8.55%

Shares

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

Sep 19, 2025
BUY
N/A
5,818 Added 1.61%
368,189 $12.3 Billion
Q1 2025

Sep 19, 2025
BUY
N/A
362,371 New
362,371 $11.2 Billion
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