Bridgewealth Advisory Group, LLC CAPITAL GROUP CORE BALANCED Transaction History

Bridgewealth Advisory Group, LLC

  • $431 Billion
  • Q3 2025
Number of Shares
17,209
Previous 16,631 3.48%
Holding current value
$598 Million
Previous $556 Million 7.44%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 23, 2025
BUY
N/A
578 Added 3.48%
17,209 $598 Million
Q2 2025

Aug 04, 2025
BUY
N/A
935 Added 5.96%
16,631 $556 Million
Q1 2025

May 13, 2025
SELL
N/A
-310 Reduced 1.94%
15,696 $486 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2,124 Added 15.3%
16,006 $520 Million
Q3 2024

Nov 13, 2024
BUY
N/A
2,142 Added 18.25%
13,882 $431 Million
Q2 2024

Aug 13, 2024
BUY
N/A
3,900 Added 49.74%
11,740 $349 Million
Q1 2024

Apr 18, 2024
BUY
N/A
7,840 New
7,840 $228 Million
Track This Portfolio

Track Bridgewealth Advisory Group, LLC Portfolio

Follow Bridgewealth Advisory Group, 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 Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email