Signature Estate & Investment Advisors LLC CAPITAL GROUP CORE BALANCED Transaction History

Signature Estate & Investment Advisors LLC

  • $4.21 Billion
  • Q2 2025
Number of Shares
89,976
Previous 79,101 13.75%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025
BUY
N/A
10,875 Added 13.75%
89,976 $0
Q1 2025

May 15, 2025
BUY
N/A
19,295 Added 32.26%
79,101 $0
Q4 2024

Feb 11, 2025
BUY
N/A
28,917 Added 93.62%
59,806 $0
Q3 2024

Nov 06, 2024
BUY
N/A
18,805 Added 155.62%
30,889 $0
Q2 2024

Jul 25, 2024
BUY
N/A
12,084 New
12,084 $0
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