Wisconsin Wealth Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Wisconsin Wealth Advisors, LLC

  • $105 Billion
  • Q3 2025
Number of Shares
28,475
Previous 7,955 257.95%
Holding current value
$989 Million
Previous $266 Million 271.65%
% of portfolio
0.94%
Previous 0.31%

Shares

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

Oct 06, 2025
BUY
N/A
20,520 Added 257.95%
28,475 $989 Million
Q2 2025

Aug 12, 2025
BUY
N/A
7,955 New
7,955 $266 Million
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