United Advisor Group, LLC CAPITAL GROUP CORE BALANCED Transaction History

United Advisor Group, LLC

  • $689 Million
  • Q3 2025
Number of Shares
34,962
Previous 28,694 21.84%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
6,268 Added 21.84%
34,962 $0
Q2 2025

Aug 11, 2025
BUY
N/A
11,800 Added 69.85%
28,694 $0
Q1 2025

Apr 21, 2025
BUY
N/A
560 Added 3.43%
16,894 $0
Q4 2024

Feb 24, 2025
BUY
N/A
16,334 New
16,334 $0
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