A&I Financial Services, LLC CAPITAL GROUP EQUITY ETF TR Transaction History

A&I Financial Services, LLC

  • $205 Billion
  • Q3 2025
Number of Shares
63,049
Previous 52,617 19.83%
Holding current value
$1.78 Billion
Previous $1.41 Billion 26.2%
% of portfolio
0.87%
Previous 0.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
10,432 Added 19.83%
63,049 $1.78 Billion
Q2 2025

Jul 14, 2025
SELL
N/A
-2,282 Reduced 4.16%
52,617 $1.41 Billion
Q1 2025

May 01, 2025
BUY
N/A
54,899 New
54,899 $1.31 Billion
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