Creative Planning CAPITAL GROUP CORE BALANCED Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
12,219
Previous 6,530 87.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
5,689 Added 87.12%
12,219 $0
Q2 2025

Aug 08, 2025
BUY
N/A
6,530 New
6,530 $0
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