Certior Financial Group, LLC CAPITAL GROUP CORE BALANCED Transaction History

Certior Financial Group, LLC

  • $151 Billion
  • Q3 2025
Number of Shares
14,957
Previous 13,308 12.39%
Holding current value
$519 Million
Previous $445 Million 16.69%
% of portfolio
0.34%
Previous 0.33%

Shares

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

Oct 31, 2025
BUY
N/A
1,649 Added 12.39%
14,957 $519 Million
Q2 2025

Aug 13, 2025
BUY
N/A
1,156 Added 9.51%
13,308 $445 Million
Q1 2025

May 15, 2025
BUY
N/A
565 Added 4.88%
12,152 $376 Million
Q4 2024

Feb 13, 2025
BUY
N/A
11,587 New
11,587 $362 Million
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