Smartleaf Asset Management LLC CAPITAL GROUP CORE BALANCED Transaction History

Smartleaf Asset Management LLC

  • $1.04 Trillion
  • Q1 2025
Number of Shares
296,940
Previous 233,146 27.36%
Holding current value
$9.2 Billion
Previous $7.3 Billion 25.94%
% of portfolio
0.89%
Previous 0.74%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
63,794 Added 27.36%
296,940 $9.2 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
21,501 Added 10.16%
233,146 $7.3 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
211,645 New
211,645 $6.6 Billion
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