Nautilus Advisors LLC CAPITAL GROUP CORE BALANCED Transaction History

Nautilus Advisors LLC

  • $136 Billion
  • Q2 2025
Number of Shares
33,518
Previous 46,038 27.19%
Holding current value
$1.12 Billion
Previous $1.43 Billion 21.41%
% of portfolio
0.82%
Previous 1.18%

Shares

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

Aug 25, 2025
SELL
N/A
-12,520 Reduced 27.19%
33,518 $1.12 Billion
Q1 2025

Aug 25, 2025
BUY
N/A
1,545 Added 3.47%
46,038 $1.43 Billion
Q4 2024

Aug 25, 2025
BUY
N/A
44,493 New
44,493 $1.39 Billion
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