Capital Analysts, LLC TR EXCHNG TRADED FD VI Transaction History

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Number of Shares
35,428
Previous 19,833 78.63%
Holding current value
$883,000
Previous $466,000 89.48%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 13, 2025
BUY
N/A
15,595 Added 78.63%
35,428 $883,000
Q1 2025

May 14, 2025
BUY
N/A
7,231 Added 57.38%
19,833 $466,000
Q4 2024

Feb 14, 2025
BUY
N/A
12,602 New
12,602 $301,000
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