Cws Financial Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Cws Financial Advisors, LLC

  • $308 Million
  • Q1 2025
Number of Shares
70,621
Previous 43,903 60.86%
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
Q1 2025

May 13, 2025
BUY
N/A
26,718 Added 60.86%
70,621 $0
Q4 2024

Feb 04, 2025
BUY
N/A
14,886 Added 51.3%
43,903 $0
Q3 2024

Nov 14, 2024
BUY
N/A
13,172 Added 83.13%
29,017 $0
Q2 2024

Jul 31, 2024
BUY
N/A
6,902 Added 77.18%
15,845 $0
Q1 2024

May 01, 2024
BUY
N/A
8,943 New
8,943 $0
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