Beacon Financial Advisory LLC CAPITAL GROUP CORE BALANCED Transaction History

Beacon Financial Advisory LLC

  • $344 Million
  • Q2 2025
Number of Shares
39,538
Previous 31,532 25.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 22, 2025
BUY
N/A
8,006 Added 25.39%
39,538 $0
Q1 2025

Apr 24, 2025
BUY
N/A
9,477 Added 42.97%
31,532 $0
Q4 2024

Jan 27, 2025
BUY
N/A
2,141 Added 10.75%
22,055 $0
Q3 2024

Oct 30, 2024
BUY
N/A
5,907 Added 42.17%
19,914 $0
Q2 2024

Jul 26, 2024
BUY
N/A
4,611 Added 49.07%
14,007 $0
Q1 2024

May 01, 2024
BUY
N/A
9,396 New
9,396 $0
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