Capital A Wealth Management, LLC LISTED FD TR Transaction History

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025
Number of Shares
147
Previous 476 69.12%
Holding current value
$4.84 Million
Previous $16.3 Million 70.29%
% of portfolio
0.01%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
N/A
-329 Reduced 69.12%
147 $4.84 Million
Q4 2024

Feb 26, 2025
BUY
N/A
476 New
476 $16.3 Million
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

Follow Capital A 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 Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email