Eq Wealth Advisors, LLC CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF Transaction History

Eq Wealth Advisors, LLC

  • $147 Billion
  • Q2 2025
Number of Shares
24,691
Previous 20,749 19.0%
Holding current value
$711 Million
Previous $522 Million 36.26%
% of portfolio
0.48%
Previous 0.42%

Shares

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

Jul 28, 2025
BUY
N/A
3,942 Added 19.0%
24,691 $711 Million
Q1 2025

Apr 22, 2025
BUY
N/A
8,626 Added 71.15%
20,749 $522 Million
Q4 2024

Jan 24, 2025
BUY
N/A
12,123 New
12,123 $300 Million
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