Mascagni Wealth Management, Inc. CAPITAL GROUP CORE BALANCED ETF Transaction History

Mascagni Wealth Management, Inc.

  • $117 Billion
  • Q2 2025
Number of Shares
67,080
Previous 76,972 12.85%
Holding current value
$2.24 Billion
Previous $2.38 Billion 5.93%
% of portfolio
1.91%
Previous 2.37%

Shares

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

Aug 06, 2025
SELL
N/A
-9,892 Reduced 12.85%
67,080 $2.24 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
20,980 Added 37.47%
76,972 $2.38 Billion
Q1 2025

Apr 22, 2025
SELL
N/A
-20,980 Reduced 27.26%
55,992 $0
Q4 2024

Apr 22, 2025
BUY
N/A
20,980 Added 37.47%
76,972 $0
Q4 2024

Mar 21, 2025
BUY
N/A
55,992 New
55,992 $1.75 Billion
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