United Advisor Group, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

United Advisor Group, LLC

  • $538 Million
  • Q2 2025
Number of Shares
85,895
Previous 70,289 22.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
BUY
N/A
15,606 Added 22.2%
85,895 $0
Q1 2025

Apr 21, 2025
BUY
N/A
12,134 Added 20.86%
70,289 $0
Q4 2024

Feb 24, 2025
BUY
N/A
58,155 New
58,155 $0
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email