Endeavor Private Wealth, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Endeavor Private Wealth, Inc.

  • $323 Billion
  • Q3 2025
Number of Shares
203,403
Previous 183,381 10.92%
Holding current value
$7.1 Billion
Previous $6.16 Billion 15.21%
% of portfolio
2.2%
Previous 2.91%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
20,022 Added 10.92%
203,403 $7.1 Billion
Q2 2025

Jul 24, 2025
BUY
N/A
36,476 Added 24.83%
183,381 $6.16 Billion
Q1 2025

May 08, 2025
BUY
N/A
24,034 Added 19.56%
146,905 $4.57 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
122,871 New
122,871 $3.84 Billion
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