Modern Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Number of Shares
9,520
Previous 9,520 -0.0%
Holding current value
$0
Previous $295 Million 100.0%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-297 Reduced 3.03%
9,520 $295 Million
Q4 2024

May 30, 2025
SELL
N/A
-1,240 Reduced 13.03%
8,280 $0
Q4 2024

May 29, 2025
SELL
N/A
-1,240 Reduced 13.03%
8,280 $0
Q4 2024

Feb 11, 2025
BUY
N/A
9,817 New
9,817 $318 Million
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