Barrett & Company, Inc. CAPITAL GROUP EQUITY ETF TR Transaction History

Barrett & Company, Inc.

  • $267 Billion
  • Q2 2025
Number of Shares
5,675
Previous 5,125 10.73%
Holding current value
$153 Million
Previous $122 Million 24.59%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jul 21, 2025
BUY
N/A
550 Added 10.73%
5,675 $153 Million
Q1 2025

Apr 21, 2025
BUY
N/A
5,125 New
5,125 $122 Million
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