Aa Financial Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Aa Financial Advisors, LLC

63,544

Previous 57,599 10.32%

$2.21 Billion

Previous $1.93 Billion 14.54%

0.43%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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