Challenger Wealth Management CAPITAL GROUP CORE BALANCED Transaction History

Challenger Wealth Management

  • $126 Billion
  • Q1 2025
Number of Shares
116,326
Previous 102,351 13.65%
Holding current value
$3.6 Billion
Previous $3.2 Billion 12.6%
% of portfolio
2.86%
Previous 2.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
13,975 Added 13.65%
116,326 $3.6 Billion
Q4 2024

Feb 21, 2025
BUY
N/A
102,351 New
102,351 $3.2 Billion
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