N.E.W. Advisory Services LLC CAPITAL GROUP CORE BALANCED Transaction History

N.E.W. Advisory Services LLC

  • $1.11 Billion
  • Q3 2025
Number of Shares
4,308
Previous 4,287 0.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 27, 2025
BUY
N/A
21 Added 0.49%
4,308 $0
Q2 2025

Aug 18, 2025
SELL
N/A
-4,253 Reduced 49.8%
4,287 $0
Q1 2025

May 07, 2025
BUY
N/A
8,540 New
8,540 $0
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