Dynamic Advisor Solutions LLC CAPITAL GROUP CORE BALANCED Transaction History

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Number of Shares
8,407
Previous 7,784 8.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 16, 2025
BUY
N/A
623 Added 8.0%
8,407 $0
Q4 2024

Jan 21, 2025
SELL
N/A
-289 Reduced 3.58%
7,784 $0
Q3 2024

Oct 07, 2024
SELL
N/A
-342 Reduced 4.06%
8,073 $0
Q2 2024

Jul 15, 2024
BUY
N/A
8,415 New
8,415 $0
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