A&I Financial Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

A&I Financial Services, LLC

  • $148 Billion
  • Q1 2025
Number of Shares
8,179
Previous 7,824 4.54%
Holding current value
$253 Million
Previous $245 Million 3.57%
% of portfolio
0.17%
Previous 0.24%

Shares

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

May 01, 2025
BUY
N/A
355 Added 4.54%
8,179 $253 Million
Q4 2024

Feb 05, 2025
BUY
N/A
7,824 New
7,824 $245 Million
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