Nwf Advisory Services Inc. CAPITAL GROUP CORE BALANCED Transaction History

Nwf Advisory Services Inc.

  • $911 Billion
  • Q3 2025
Number of Shares
34,565
Previous 18,124 90.71%
Holding current value
$1.2 Billion
Previous $606 Million 98.01%
% of portfolio
0.13%
Previous 0.07%

Shares

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

Oct 31, 2025
BUY
N/A
16,441 Added 90.71%
34,565 $1.2 Billion
Q2 2025

Sep 09, 2025
BUY
N/A
309 Added 1.73%
18,124 $606 Million
Q1 2025

Aug 12, 2025
BUY
N/A
3,025 Added 20.45%
17,815 $552 Million
Q4 2024

May 14, 2025
BUY
N/A
14,790 New
14,790 $462 Million
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