Smartleaf Asset Management LLC CAPITAL GROUP CORE BALANCED Transaction History

Smartleaf Asset Management LLC

  • $981 Billion
  • Q4 2024
Number of Shares
233,146
Previous 211,645 10.16%
Holding current value
$7.3 Billion
Previous $6.6 Billion 10.62%
% of portfolio
0.74%
Previous 0.8%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
N/A
21,501 Added 10.16%
233,146 $7.3 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
211,645 New
211,645 $6.6 Billion
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