Cambridge Investment Research Advisors, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025
Number of Shares
1,636,062
Previous 1,548,960 5.62%
Holding current value
$54.7 Million
Previous $48 Million 14.01%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Jul 31, 2025
BUY
N/A
87,102 Added 5.62%
1,636,062 $54.7 Million
Q1 2025

Apr 22, 2025
BUY
N/A
277,492 Added 21.82%
1,548,960 $48 Million
Q4 2024

Feb 14, 2025
BUY
N/A
317,316 Added 33.26%
1,271,468 $39.8 Million
Q3 2024

Oct 28, 2024
BUY
N/A
275,020 Added 40.5%
954,152 $29.6 Million
Q2 2024

Jul 26, 2024
BUY
N/A
185,251 Added 37.51%
679,132 $20.2 Million
Q1 2024

Apr 24, 2024
BUY
N/A
269,552 Added 120.16%
493,881 $14.4 Million
Q4 2023

Feb 09, 2024
BUY
N/A
224,329 New
224,329 $6.13 Million
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