Financial Perspectives, Inc CAPITAL GROUP CORE BALANCED Transaction History

Financial Perspectives, Inc

  • $361 Billion
  • Q3 2025
Number of Shares
7,208
Previous 5,821 23.83%
Holding current value
$250 Million
Previous $195 Million 28.56%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 22, 2025
BUY
N/A
1,387 Added 23.83%
7,208 $250 Million
Q2 2025

Jul 29, 2025
BUY
N/A
4,035 Added 225.92%
5,821 $195 Million
Q1 2025

Apr 18, 2025
BUY
N/A
1,786 New
1,786 $55.3 Million
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