Financial Advocates Investment Management CAPITAL GROUP CORE BALANCED Transaction History

Financial Advocates Investment Management

  • $1.18 Billion
  • Q2 2025
Number of Shares
34,722
Previous 37,956 8.52%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
SELL
N/A
-3,234 Reduced 8.52%
34,722 $0
Q1 2025

Apr 28, 2025
BUY
N/A
22,722 Added 149.15%
37,956 $0
Q4 2024

Jan 27, 2025
BUY
N/A
440 Added 2.97%
15,234 $0
Q3 2024

Oct 25, 2024
BUY
N/A
2,677 Added 22.09%
14,794 $0
Q2 2024

Jul 26, 2024
BUY
N/A
137 Added 1.14%
12,117 $0
Q1 2024

May 01, 2024
BUY
N/A
11,980 New
11,980 $0
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