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
65,227
Previous 37,460 74.12%
Holding current value
$1.7 Billion
Previous $974 Million 74.73%
% of portfolio
0.68%
Previous 0.44%

Shares

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

Jul 28, 2025
BUY
N/A
27,767 Added 74.12%
65,227 $1.7 Billion
Q1 2025

May 12, 2025
BUY
N/A
3,993 Added 11.93%
37,460 $974 Million
Q4 2024

Jan 14, 2025
BUY
N/A
13,116 Added 64.45%
33,467 $869 Million
Q3 2024

Oct 09, 2024
BUY
N/A
11,487 Added 129.59%
20,351 $534 Million
Q2 2024

Oct 03, 2024
BUY
N/A
8,864 New
8,864 $228 Million
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