Modern Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
11,440
Previous 9,480 20.68%
Holding current value
$397 Million
Previous $0 Infinity%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
1,960 Added 20.68%
11,440 $397 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-40 Reduced 0.42%
9,480 $0
Q1 2025

May 15, 2025
SELL
N/A
-297 Reduced 3.03%
9,520 $295 Million
Q4 2024

May 30, 2025
SELL
N/A
-1,240 Reduced 13.03%
8,280 $0
Q4 2024

May 29, 2025
SELL
N/A
-1,240 Reduced 13.03%
8,280 $0
Q4 2024

Feb 11, 2025
BUY
N/A
9,817 New
9,817 $318 Million
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