Gutierrez Wealth Advisory, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Gutierrez Wealth Advisory, LLC

  • $123 Billion
  • Q1 2025
Number of Shares
138,357
Previous 128,661 7.54%
Holding current value
$3.47 Billion
Previous $3.25 Billion 6.6%
% of portfolio
2.81%
Previous 2.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
9,696 Added 7.54%
138,357 $3.47 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
128,661 New
128,661 $3.25 Billion
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