Wny Asset Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Wny Asset Management, LLC

  • $865 Million
  • Q2 2025
Number of Shares
42,077
Previous 47,906 12.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 04, 2025
SELL
N/A
-5,829 Reduced 12.17%
42,077 $0
Q1 2025

May 05, 2025
BUY
N/A
23,932 Added 99.82%
47,906 $0
Q4 2024

Feb 21, 2025
BUY
N/A
23,974 New
23,974 $0
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