Tcfg Wealth Management, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025
Number of Shares
22,065
Previous 23,171 4.77%
Holding current value
$557 Million
Previous $584 Million 4.62%
% of portfolio
0.25%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-1,106 Reduced 4.77%
22,065 $557 Million
Q1 2025

Apr 16, 2025
BUY
N/A
13 Added 0.06%
23,171 $584 Million
Q3 2024

Oct 15, 2024
BUY
N/A
23,158 New
23,158 $584 Million
Track This Portfolio

Track Tcfg Wealth Management, LLC Portfolio

Follow Tcfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tcfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tcfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email