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

Gutierrez Wealth Advisory, LLC

  • $149 Billion
  • Q2 2025
Number of Shares
189,095
Previous 138,357 36.67%
Holding current value
$4.66 Billion
Previous $3.47 Billion 34.35%
% of portfolio
3.12%
Previous 2.81%

Shares

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

Jul 22, 2025
BUY
N/A
50,738 Added 36.67%
189,095 $4.66 Billion
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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