Patriot Financial Group Insurance Agency, LLC CAPITAL GROUP CORE BALANCED Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025
Number of Shares
55,705
Previous 43,607 27.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 21, 2025
BUY
N/A
12,098 Added 27.74%
55,705 $0
Q1 2025

Apr 14, 2025
BUY
N/A
11,711 Added 36.72%
43,607 $0
Q4 2024

Jan 22, 2025
BUY
N/A
7,791 Added 32.32%
31,896 $0
Q3 2024

Oct 24, 2024
BUY
N/A
24,105 New
24,105 $0
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