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

Mascagni Wealth Management, Inc.

  • $129 Billion
  • Q3 2025
Number of Shares
69,411
Previous 67,080 3.47%
Holding current value
$2.41 Billion
Previous $2.24 Billion 7.44%
% of portfolio
1.86%
Previous 1.91%

Shares

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

Oct 15, 2025
BUY
N/A
2,331 Added 3.47%
69,411 $2.41 Billion
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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