Keeler & Nadler Financial Planning & Wealth Management CAPITAL GRP FIXED INCM ETF T Transaction History

Keeler & Nadler Financial Planning & Wealth Management

  • $250 Billion
  • Q2 2025
Number of Shares
128,648
Previous 184,480 30.26%
Holding current value
$3.38 Billion
Previous $4.84 Billion 30.08%
% of portfolio
1.35%
Previous 2.18%

Shares

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

Jul 28, 2025
SELL
N/A
-55,832 Reduced 30.26%
128,648 $3.38 Billion
Q1 2025

May 12, 2025
BUY
N/A
110,817 Added 150.44%
184,480 $4.84 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
73,663 New
73,663 $1.9 Billion
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