Capital A Wealth Management, LLC PIMCO ETF TR Transaction History

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025
Number of Shares
28
Previous 50 44.0%
Holding current value
$2.82 Million
Previous $5.06 Million 44.31%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Sep 25, 2025
SELL
N/A
-22 Reduced 44.0%
28 $2.82 Million
Q1 2025

May 02, 2025
SELL
N/A
-424 Reduced 89.45%
50 $5.06 Million
Q4 2024

Feb 26, 2025
BUY
N/A
474 New
474 $47.8 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