Nwf Advisory Services Inc. CAPITAL GROUP CORE BALANCED Transaction History

Nwf Advisory Services Inc.

  • $712 Billion
  • Q1 2025
Number of Shares
17,815
Previous 14,790 20.45%
Holding current value
$552 Million
Previous $462 Million 19.34%
% of portfolio
0.08%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Nwf Advisory Services Inc. Portfolio

Follow Nwf Advisory Services Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nwf Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nwf Advisory Services Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email