Stone Crest Wealth Management, Inc. CAPITAL GROUP EQUITY ETF TR Transaction History

Stone Crest Wealth Management, Inc.

  • $228 Billion
  • Q3 2025
Number of Shares
123,373
Previous 118,935 3.73%
Holding current value
$3.5 Billion
Previous $3.2 Billion 9.56%
% of portfolio
1.53%
Previous 1.52%

Shares

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

Oct 23, 2025
BUY
N/A
4,438 Added 3.73%
123,373 $3.5 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
118,935 New
118,935 $3.2 Billion
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