Worth Asset Management, LLC CAPITAL GROUP CORE BALANCED ETF Transaction History

Worth Asset Management, LLC

  • $183 Million
  • Q2 2025
Number of Shares
161,429
Previous 94,719 70.43%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 10, 2025
BUY
N/A
66,710 Added 70.43%
161,429 $0
Q1 2025

Apr 09, 2025
BUY
N/A
94,719 New
94,719 $0
Track This Portfolio

Track Worth Asset Management, LLC Portfolio

Follow Worth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email