Capital Advisors Wealth Management, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Capital Advisors Wealth Management, LLC

  • $623 Million
  • Q2 2025
Number of Shares
14,055
Previous 13,786 1.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
N/A
269 Added 1.95%
14,055 $0
Q1 2025

Apr 24, 2025
BUY
N/A
254 Added 1.88%
13,786 $0
Q4 2024

Jan 14, 2025
BUY
N/A
405 Added 3.09%
13,532 $0
Q3 2024

Oct 15, 2024
BUY
N/A
252 Added 1.96%
13,127 $0
Q2 2024

Jul 16, 2024
BUY
N/A
12,875 New
12,875 $0
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