Wealth Enhancement Advisory Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025
Number of Shares
1,937,897
Previous 1,796,522 7.87%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2025
BUY
N/A
141,375 Added 7.87%
1,937,897 $0
Q2 2025

Jul 10, 2025
BUY
N/A
59,347 Added 3.42%
1,796,522 $0
Q1 2025

Apr 16, 2025
BUY
N/A
144,531 Added 9.07%
1,737,175 $0
Q4 2024

Mar 17, 2025
BUY
N/A
440,025 Added 38.18%
1,592,644 $0
Q4 2024

Jan 10, 2025
SELL
N/A
-608 Reduced 0.05%
1,152,619 $0
Q3 2024

Oct 23, 2024
BUY
N/A
630,992 Added 120.83%
1,153,227 $0
Q2 2024

Jul 16, 2024
BUY
N/A
357,429 Added 216.88%
522,235 $0
Q1 2024

Apr 15, 2024
BUY
N/A
98,841 Added 149.84%
164,806 $0
Q4 2023

Jan 30, 2024
BUY
N/A
65,965 New
65,965 $0
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