Ria Advisory Group LLC CAPITAL GROUP CORE BALANCED Transaction History

Ria Advisory Group LLC

  • $340 Billion
  • Q2 2025
Number of Shares
30,785
Previous 29,648 3.83%
Holding current value
$1.03 Billion
Previous $918 Million 12.08%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Aug 13, 2025
BUY
N/A
1,137 Added 3.83%
30,785 $1.03 Billion
Q1 2025

May 12, 2025
SELL
N/A
-3,157 Reduced 9.62%
29,648 $918 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2,560 Added 8.46%
32,805 $1.03 Billion
Q3 2024

Nov 06, 2024
BUY
N/A
30,245 New
30,245 $939 Million
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