Cary Street Partners Financial LLC CAPITAL GROUP CORE BALANCED ETF Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Number of Shares
367,032
Previous 7,451 4825.94%
Holding current value
$12.3 Billion
Previous $231 Million 5217.09%
% of portfolio
0.34%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
N/A
359,581 Added 4825.94%
367,032 $12.3 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
7,451 New
7,451 $233 Million
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