Rothschild Investment LLC CAPITAL GROUP CORE BALANCED ETF Transaction History

Rothschild Investment LLC

7,620

Previous 7,555 0.86%

$255 Million

Previous $234 Million 8.87%

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	N/A	65 Added 0.86%	7,620 $255 Million
Q4 2024 Feb 04, 2025	SELL	N/A	-400 Reduced 5.03%	7,555 $236 Million
Q3 2024 Oct 18, 2024	BUY	N/A	4,800 Added 152.14%	7,955 $247 Million
Q2 2024 Jul 30, 2024	BUY	N/A	3,155 New	3,155 $93.8 Million
Q4 2023 Jul 31, 2024	BUY	N/A	845 Added 26.78%	4,000 $109 Million

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