Nautilus Advisors LLC CAPITAL GROUP CORE BALANCED Transaction History

Nautilus Advisors LLC

  • $149 Billion
  • Q3 2025
Number of Shares
34,839
Previous 33,518 3.94%
Holding current value
$1.21 Billion
Previous $1.12 Billion 7.92%
% of portfolio
0.81%
Previous 0.82%

Shares

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

Nov 12, 2025
BUY
N/A
1,321 Added 3.94%
34,839 $1.21 Billion
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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