Greenbush Financial Group, LLC CAPITAL GROUP CORE BALANCED Transaction History

Greenbush Financial Group, LLC

  • $230 Billion
  • Q2 2025
Number of Shares
435,176
Previous 333,338 30.55%
Holding current value
$14.6 Billion
Previous $10.3 Billion 40.92%
% of portfolio
6.34%
Previous 5.14%

Shares

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

Jul 17, 2025
BUY
N/A
101,838 Added 30.55%
435,176 $14.6 Billion
Q1 2025

Apr 18, 2025
BUY
N/A
11,002 Added 3.41%
333,338 $10.3 Billion
Q4 2024

Apr 18, 2025
BUY
N/A
322,336 New
322,336 $10.1 Billion
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