Captrust Financial Advisors CAPITAL GROUP CORE BALANCED ETF Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Number of Shares
67,981
Previous 54,936 23.75%
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
Q1 2025

May 14, 2025
BUY
N/A
13,045 Added 23.75%
67,981 $0
Q4 2024

Feb 14, 2025
BUY
N/A
14,381 Added 35.46%
54,936 $0
Q3 2024

Nov 14, 2024
BUY
N/A
11,123 Added 37.79%
40,555 $0
Q2 2024

Aug 14, 2024
BUY
N/A
3,066 Added 11.63%
29,432 $0
Q1 2024

May 15, 2024
BUY
N/A
9,993 Added 61.03%
26,366 $0
Q4 2023

Feb 14, 2024
BUY
N/A
16,373 New
16,373 $0
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