Advisor Os, LLC CAPITAL GROUP CORE BALANCED Transaction History

Advisor Os, LLC

  • $1.07 Billion
  • Q3 2025
Number of Shares
20,937
Previous 19,521 7.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
N/A
1,416 Added 7.25%
20,937 $0
Q2 2025

Aug 14, 2025
BUY
N/A
288 Added 1.5%
19,521 $0
Q1 2025

May 06, 2025
BUY
N/A
3,443 Added 21.8%
19,233 $0
Q4 2024

Feb 04, 2025
BUY
N/A
612 Added 4.03%
15,790 $0
Q3 2024

Nov 04, 2024
BUY
N/A
15,178 New
15,178 $0
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