Davies Financial Advisors, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Davies Financial Advisors, Inc.

  • $115 Billion
  • Q3 2024
Number of Shares
58,126
Previous 38,838 49.66%
Holding current value
$1.8 Billion
Previous $1.15 Billion 56.31%
% of portfolio
1.57%
Previous 1.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
N/A
19,288 Added 49.66%
58,126 $1.8 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
38,838 New
38,838 $1.15 Billion
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