Gutierrez Wealth Advisory, LLC CAPITAL GROUP DIVIDEND GROWE Transaction History

Gutierrez Wealth Advisory, LLC

  • $156 Billion
  • Q3 2025
Number of Shares
11,876
Previous 9,197 29.13%
Holding current value
$411 Million
Previous $309 Million 33.05%
% of portfolio
0.26%
Previous 0.21%

Shares

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

Nov 12, 2025
BUY
N/A
2,679 Added 29.13%
11,876 $411 Million
Q2 2025

Jul 22, 2025
BUY
N/A
9,197 New
9,197 $309 Million
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