Eq Wealth Advisors, LLC CAPITAL GROUP CORE BOND ETF Transaction History

Eq Wealth Advisors, LLC

  • $147 Billion
  • Q2 2025
Number of Shares
11,138
Previous 9,404 18.44%
Holding current value
$293 Million
Previous $247 Million 18.53%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Jul 28, 2025
BUY
N/A
1,734 Added 18.44%
11,138 $293 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-78 Reduced 0.82%
9,404 $247 Million
Q4 2024

Jan 24, 2025
BUY
N/A
9,482 New
9,482 $245 Million
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