Simplicity Wealth,Llc CAPITAL GROUP DIVIDEND GROWE Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Number of Shares
30,393
Previous 37,886 19.78%
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 30, 2025
SELL
N/A
-7,493 Reduced 19.78%
30,393 $0
Q2 2025

Jul 22, 2025
BUY
N/A
20,863 Added 122.56%
37,886 $0
Q1 2025

Apr 14, 2025
BUY
N/A
17,023 New
17,023 $0
Q3 2024

Oct 09, 2024
SELL
N/A
-5,253 Reduced 32.7%
10,810 $0
Q2 2024

Jul 10, 2024
BUY
N/A
16,063 New
16,063 $0
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