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

Peterson Wealth Advisors, LLC

  • $566 Million
  • Q3 2025
Number of Shares
16,657
Previous 20,301 17.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 09, 2025
SELL
N/A
-3,644 Reduced 17.95%
16,657 $0
Q2 2025

Jul 07, 2025
SELL
N/A
-306 Reduced 1.48%
20,301 $0
Q1 2025

Apr 30, 2025
SELL
N/A
-462 Reduced 2.19%
20,607 $0
Q4 2024

Jan 17, 2025
BUY
N/A
21,069 New
21,069 $0
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