Merit Financial Group, LLC CAPITAL GROUP CORE BALANCED Transaction History

Merit Financial Group, LLC

  • $10.9 Billion
  • Q4 2025
Number of Shares
243,314
Previous 191,569 27.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
N/A
51,745 Added 27.01%
243,314 $0
Q3 2025

Oct 20, 2025
BUY
N/A
35,221 Added 22.53%
191,569 $0
Q2 2025

Jul 22, 2025
BUY
N/A
85,067 Added 119.34%
156,348 $0
Q1 2025

Apr 09, 2025
BUY
N/A
71,281 New
71,281 $0
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