J.W. Cole Advisors, Inc. CAPITAL GROUP CORE BALANCED Transaction History

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025
Number of Shares
22,544
Previous 13,995 61.09%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
BUY
N/A
8,549 Added 61.09%
22,544 $0
Q1 2025

May 05, 2025
BUY
N/A
13,995 New
13,995 $0
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