Eq Wealth Advisors, LLC CAPITAL GROUP CORE BALANCED ETF Transaction History

Eq Wealth Advisors, LLC

  • $147 Billion
  • Q2 2025
Number of Shares
280
Previous 279 0.36%
Holding current value
$9.37 Million
Previous $8.64 Million 8.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 28, 2025
BUY
N/A
1 Added 0.36%
280 $9.37 Million
Q1 2025

Apr 22, 2025
BUY
N/A
279 New
279 $8.64 Million
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