Valmark Advisers, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Number of Shares
64,442
Previous 47,526 35.59%
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 23, 2025
BUY
N/A
16,916 Added 35.59%
64,442 $0
Q1 2025

Apr 22, 2025
BUY
N/A
24,454 Added 105.99%
47,526 $0
Q3 2024

Oct 25, 2024
BUY
N/A
370 Added 1.63%
23,072 $0
Q2 2024

Jul 31, 2024
BUY
N/A
4,172 Added 22.51%
22,702 $0
Q1 2024

May 03, 2024
BUY
N/A
18,530 New
18,530 $0
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