Sovran Advisors, LLC CAPITAL GROUP EQUITY ETF TR Transaction History

Sovran Advisors, LLC

  • $1.18 Trillion
  • Q4 2025
Number of Shares
23,842
Previous 23,314 2.26%
Holding current value
$736 Million
Previous $652 Million 12.79%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
N/A
528 Added 2.26%
23,842 $736 Million
Q3 2025

Oct 31, 2025
BUY
N/A
890 Added 3.97%
23,314 $652 Million
Q2 2025

Jul 09, 2025
BUY
N/A
22,424 New
22,424 $611 Million
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