Rothschild Investment LLC CAPITAL GROUP CORE BALANCED ETF Transaction History

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Number of Shares
7,555
Previous 7,555 -0.0%
Holding current value
$234 Million
Previous $236 Million 0.93%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
N/A
-400 Reduced 5.03%
7,555 $236 Million
Q3 2024

Oct 18, 2024
BUY
N/A
4,800 Added 152.14%
7,955 $247 Million
Q2 2024

Jul 30, 2024
BUY
N/A
3,155 New
3,155 $93.8 Million
Q4 2023

Jul 31, 2024
BUY
N/A
845 Added 26.78%
4,000 $109 Million
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