Simplicity Wealth,Llc CAPITAL GROUP CORE BALANCED Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Number of Shares
8,289
Previous 6,402 29.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
1,887 Added 29.48%
8,289 $0
Q2 2025

Jul 22, 2025
BUY
N/A
6,402 New
6,402 $0
Q2 2024

Jul 10, 2024
BUY
N/A
17,002 New
17,002 $0
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