Orca Wealth Management, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Orca Wealth Management, LLC

  • $119 Billion
  • Q2 2025
Number of Shares
9,735
Previous 9,653 0.85%
Holding current value
$256 Million
Previous $254 Million 0.93%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Jul 22, 2025
BUY
N/A
82 Added 0.85%
9,735 $256 Million
Q1 2025

May 08, 2025
BUY
N/A
30 Added 0.31%
9,653 $254 Million
Q4 2024

Jan 22, 2025
BUY
N/A
9,623 New
9,623 $248 Million
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