Strategic Financial Concepts, LLC CAPITAL GROUP CORE BALANCED Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025
Number of Shares
9,602
Previous 12,565 23.58%
Holding current value
$321 Million
Previous $389 Million 17.51%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Aug 05, 2025
SELL
N/A
-2,963 Reduced 23.58%
9,602 $321 Million
Q1 2025

Apr 28, 2025
BUY
N/A
12,565 New
12,565 $389 Million
Q4 2024

Jan 27, 2025
BUY
N/A
60,300 New
60,300 $133 Million
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