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

Peterson Wealth Advisors, LLC

  • $527 Million
  • Q2 2025
Number of Shares
20,301
Previous 20,607 1.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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