Cetera Investment Advisers CAPITAL GROUP CORE BALANCED Transaction History

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Number of Shares
1,744,688
Previous 1,554,803 12.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
BUY
N/A
189,885 Added 12.21%
1,744,688 $0
Q1 2025

May 06, 2025
BUY
N/A
527,719 Added 51.38%
1,554,803 $0
Q4 2024

Feb 13, 2025
BUY
N/A
299,033 Added 41.07%
1,027,084 $0
Q3 2024

Nov 13, 2024
BUY
N/A
327,684 Added 81.85%
728,051 $0
Q2 2024

Aug 22, 2024
BUY
N/A
400,367 New
400,367 $0
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