Allworth Financial LP CAPITAL GROUP CORE BALANCED Transaction History

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Number of Shares
4,666
Previous 4,276 9.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2025
BUY
N/A
390 Added 9.12%
4,666 $0
Q1 2025

Apr 30, 2025
BUY
N/A
1,000 Added 30.53%
4,276 $0
Q4 2024

Jan 30, 2025
BUY
N/A
3,276 New
3,276 $0
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