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

Barrett & Company, Inc.

  • $292 Billion
  • Q3 2025
Number of Shares
10,876
Previous 5,675 91.65%
Holding current value
$309 Million
Previous $153 Million 102.41%
% of portfolio
0.11%
Previous 0.06%

Shares

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

Oct 31, 2025
BUY
N/A
5,201 Added 91.65%
10,876 $309 Million
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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