Iht Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025
Number of Shares
15,745
Previous 15,668 0.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
77 Added 0.49%
15,745 $0
Q2 2025

Aug 14, 2025
BUY
N/A
6,862 Added 77.92%
15,668 $0
Q4 2024

Feb 14, 2025
BUY
N/A
8,806 New
8,806 $0
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