High Net Worth Advisory Group LLC CAPITAL GROUP CORE BALANCED Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025
Number of Shares
266,513
Previous 164,745 61.77%
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

Oct 29, 2025
BUY
N/A
101,768 Added 61.77%
266,513 $0
Q2 2025

Jul 10, 2025
BUY
N/A
26,221 Added 18.93%
164,745 $0
Q1 2025

Apr 09, 2025
BUY
N/A
12,924 Added 10.29%
138,524 $0
Q4 2024

Jan 21, 2025
BUY
N/A
111,975 Added 821.83%
125,600 $0
Q2 2024

Jul 17, 2024
BUY
N/A
13,625 New
13,625 $0
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