Sweeney & Michel, LLC CAPITAL GROUP CORE BALANCED Transaction History

Sweeney & Michel, LLC

  • $298 Billion
  • Q3 2025
Number of Shares
6,471
Previous 6,437 0.53%
Holding current value
$222 Million
Previous $216 Million 2.66%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 13, 2025
BUY
N/A
34 Added 0.53%
6,471 $222 Million
Q2 2025

Jul 14, 2025
BUY
N/A
6,437 New
6,437 $216 Million
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