Bleakley Financial Group, LLC CAPITAL GROUP CORE BALANCED Transaction History

Bleakley Financial Group, LLC

  • $3.94 Trillion
  • Q2 2025
Number of Shares
94,682
Previous 62,096 52.48%
Holding current value
$3.17 Billion
Previous $1.92 Billion 64.58%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Jul 30, 2025
BUY
N/A
32,586 Added 52.48%
94,682 $3.17 Billion
Q1 2025

May 01, 2025
BUY
N/A
11,917 Added 23.75%
62,096 $1.92 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
29,525 Added 142.95%
50,179 $1.57 Billion
Q3 2024

Oct 16, 2024
BUY
N/A
3,652 Added 21.48%
20,654 $641 Million
Q2 2024

Aug 12, 2024
BUY
N/A
17,002 New
17,002 $505 Million
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