Aa Financial Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Aa Financial Advisors, LLC

  • $375 Billion
  • Q4 2024
Number of Shares
63,844
Previous 58,758 8.66%
Holding current value
$2 Billion
Previous $1.82 Billion 9.43%
% of portfolio
0.53%
Previous 0.53%

Shares

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