Envestnet Asset Management Inc CAPITAL GROUP CORE BALANCED Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Number of Shares
4,140,219
Previous 3,147,197 31.55%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
993,022 Added 31.55%
4,140,219 $0
Q1 2025

Apr 29, 2025
BUY
N/A
758,018 Added 31.73%
3,147,197 $0
Q4 2024

Feb 12, 2025
BUY
N/A
766,049 Added 47.2%
2,389,179 $0
Q3 2024

Nov 06, 2024
BUY
N/A
468,676 Added 40.6%
1,623,130 $0
Q2 2024

Aug 08, 2024
BUY
N/A
1,067,655 Added 1230.03%
1,154,454 $0
Q1 2024

May 13, 2024
BUY
N/A
47,026 Added 118.24%
86,799 $0
Q4 2023

Feb 13, 2024
BUY
N/A
39,773 New
39,773 $0
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