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

Peterson Wealth Advisors, LLC

  • $566 Million
  • Q3 2025
Number of Shares
23,902
Previous 11,009 117.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 09, 2025
BUY
N/A
12,893 Added 117.11%
23,902 $0
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
Track This Portfolio

Track Peterson Wealth Advisors, LLC Portfolio

Follow Peterson Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email