Cambridge Investment Research Advisors, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Cambridge Investment Research Advisors, Inc.

  • $29.9 Billion
  • Q4 2024
Number of Shares
1,271,468
Previous 954,152 33.26%
Holding current value
$39.8 Million
Previous $29.6 Million 34.2%
% of portfolio
0.13%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
317,316 Added 33.26%
1,271,468 $39.8 Million
Q3 2024

Oct 28, 2024
BUY
N/A
275,020 Added 40.5%
954,152 $29.6 Million
Q2 2024

Jul 26, 2024
BUY
N/A
185,251 Added 37.51%
679,132 $20.2 Million
Q1 2024

Apr 24, 2024
BUY
N/A
269,552 Added 120.16%
493,881 $14.4 Million
Q4 2023

Feb 09, 2024
BUY
N/A
224,329 New
224,329 $6.13 Million
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