Mutual Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Number of Shares
32,788
Previous 36,859 11.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 28, 2025
SELL
N/A
-4,071 Reduced 11.04%
32,788 $0
Q1 2025

Apr 28, 2025
SELL
N/A
-14,549 Reduced 28.3%
36,859 $0
Q4 2024

Jan 17, 2025
BUY
N/A
5,783 Added 12.68%
51,408 $0
Q3 2024

Oct 25, 2024
BUY
N/A
12,076 Added 36.0%
45,625 $0
Q2 2024

Jul 30, 2024
BUY
N/A
33,549 New
33,549 $0
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