Peterson Wealth Advisors, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Peterson Wealth Advisors, LLC

  • $527 Million
  • Q2 2025
Number of Shares
11,009
Previous 12,187 9.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 07, 2025
SELL
N/A
-1,178 Reduced 9.67%
11,009 $0
Q1 2025

Apr 30, 2025
BUY
N/A
414 Added 3.52%
12,187 $0
Q4 2024

Jan 17, 2025
BUY
N/A
999 Added 9.27%
11,773 $0
Q3 2024

Oct 24, 2024
BUY
N/A
679 Added 6.73%
10,774 $0
Q2 2024

Jul 18, 2024
BUY
N/A
10,095 New
10,095 $0
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