Richmond Investment Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Richmond Investment Services, LLC

  • $473 Billion
  • Q2 2025
Number of Shares
24,583
Previous 12,836 91.52%
Holding current value
$822 Million
Previous $398 Million 106.74%
% of portfolio
0.17%
Previous 0.22%

Shares

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

Aug 12, 2025
BUY
N/A
11,747 Added 91.52%
24,583 $822 Million
Q1 2025

May 14, 2025
SELL
N/A
-5,731 Reduced 30.87%
12,836 $398 Million
Q4 2024

Feb 19, 2025
BUY
N/A
18,567 New
18,567 $581 Million
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