Summit Global Investments CAPITAL GROUP CORE BALANCED S Transaction History

Summit Global Investments

  • $1.6 Billion
  • Q4 2024
Number of Shares
9,932
Previous 6,744 47.27%
Holding current value
$311,000
Previous $209,000 48.8%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 11, 2025
BUY
N/A
3,188 Added 47.27%
9,932 $311,000
Q3 2024

Oct 31, 2024
BUY
N/A
6,744 New
6,744 $209,000
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