Aa Financial Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Aa Financial Advisors, LLC

64,843

Previous 63,544 2.04%

$2.29 Billion

Previous $2.21 Billion 3.84%

0.42%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	N/A	1,299 Added 2.04%	64,843 $2.29 Billion
Q3 2025 Oct 14, 2025	BUY	N/A	5,945 Added 10.32%	63,544 $2.21 Billion
Q2 2025 Jul 11, 2025	SELL	N/A	-1,301 Reduced 2.21%	57,599 $1.93 Billion
Q1 2025 Apr 17, 2025	SELL	N/A	-4,944 Reduced 7.74%	58,900 $1.82 Billion
Q4 2024 Jan 23, 2025	BUY	N/A	5,086 Added 8.66%	63,844 $2 Billion

Q3 2024 Oct 18, 2024	BUY	N/A	7,830 Added 15.37%	58,758 $1.82 Billion
Q2 2024 Jul 16, 2024	BUY	N/A	2,381 Added 4.9%	50,928 $1.51 Billion
Q1 2024 May 03, 2024	BUY	N/A	48,547 New	48,547 $1.41 Billion

Get notified when there are updates to the investment portfolio of Aa Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Aa Financial Advisors, LLC with notifications on news.