Prepared Retirement Institute LLC CAPITAL GROUP CORE BALANCED Transaction History

Prepared Retirement Institute LLC

  • $170 Billion
  • Q2 2025
Number of Shares
9,528
Previous 9,490 0.4%
Holding current value
$319 Million
Previous $294 Million 8.37%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Jul 17, 2025
BUY
N/A
38 Added 0.4%
9,528 $319 Million
Q1 2025

May 01, 2025
BUY
N/A
9,490 New
9,490 $294 Million
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