Bridgewealth Advisory Group, LLC CAPITAL GROUP CORE BALANCED Transaction History

Bridgewealth Advisory Group, LLC

  • $275 Billion
  • Q3 2024
Number of Shares
13,882
Previous 11,740 18.25%
Holding current value
$431 Million
Previous $349 Million 23.5%
% of portfolio
0.16%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
N/A
2,142 Added 18.25%
13,882 $431 Million
Q2 2024

Aug 13, 2024
BUY
N/A
3,900 Added 49.74%
11,740 $349 Million
Q1 2024

Apr 18, 2024
BUY
N/A
7,840 New
7,840 $228 Million
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