Bleakley Financial Group, LLC CAPITAL GROUP CORE BALANCED Transaction History

Bleakley Financial Group, LLC

  • $3.32 Trillion
  • Q4 2024
Number of Shares
50,179
Previous 20,654 142.95%
Holding current value
$1.57 Billion
Previous $641 Million 144.67%
% of portfolio
0.05%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
N/A
29,525 Added 142.95%
50,179 $1.57 Billion
Q3 2024

Oct 16, 2024
BUY
N/A
3,652 Added 21.48%
20,654 $641 Million
Q2 2024

Aug 12, 2024
BUY
N/A
17,002 New
17,002 $505 Million
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