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

Keeler & Nadler Financial Planning & Wealth Management

  • $273 Billion
  • Q3 2025
Number of Shares
54,723
Previous 128,648 57.46%
Holding current value
$1.45 Billion
Previous $3.38 Billion 57.01%
% of portfolio
0.53%
Previous 1.35%

Shares

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

Oct 29, 2025
SELL
N/A
-73,925 Reduced 57.46%
54,723 $1.45 Billion
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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