Mml Investors Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Mml Investors Services, LLC

  • $34.6 Billion
  • Q2 2025
Number of Shares
706,202
Previous 566,110 24.75%
Holding current value
$23.6 Million
Previous $17.5 Million 34.65%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
N/A
140,092 Added 24.75%
706,202 $23.6 Million
Q1 2025

May 14, 2025
BUY
N/A
94,950 Added 20.15%
566,110 $17.5 Million
Q4 2024

Feb 13, 2025
BUY
N/A
228,236 Added 93.95%
471,160 $14.7 Million
Q3 2024

Nov 15, 2024
BUY
N/A
37,468 Added 18.24%
242,924 $7.54 Million
Q2 2024

Aug 14, 2024
BUY
N/A
142,049 Added 224.03%
205,456 $6.11 Million
Q1 2024

May 14, 2024
BUY
N/A
11,636 Added 22.48%
63,407 $1.85 Million
Q4 2023

Feb 14, 2024
BUY
N/A
51,771 New
51,771 $1.42 Million
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