Capital A Wealth Management, LLC SERIES PORTFOLIOS TR Transaction History

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025
Number of Shares
400
Previous 13 2976.92%
Holding current value
$10.1 Million
Previous $332,000 2946.99%
% of portfolio
0.11%
Previous 0.0%

Shares

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

Sep 25, 2025
BUY
N/A
387 Added 2976.92%
400 $10.1 Million
Q4 2024

Feb 26, 2025
BUY
N/A
13 New
13 $331,000
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