Principal Securities, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Principal Securities, Inc.

  • $6.07 Trillion
  • Q3 2025
Number of Shares
1,626
Previous 1,985 18.09%
Holding current value
$56.5 Million
Previous $66.4 Million 14.95%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
N/A
-359 Reduced 18.09%
1,626 $56.5 Million
Q2 2025

Aug 11, 2025
BUY
N/A
1,985 New
1,985 $66.4 Million
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