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

Eq Wealth Advisors, LLC

  • $152 Billion
  • Q3 2025
Number of Shares
22,201
Previous 11,138 99.33%
Holding current value
$590 Million
Previous $293 Million 101.45%
% of portfolio
0.39%
Previous 0.2%

Shares

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

Oct 27, 2025
BUY
N/A
11,063 Added 99.33%
22,201 $590 Million
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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