Sar Wealth Management Group, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Sar Wealth Management Group, LLC

  • $182 Billion
  • Q4 2025
Number of Shares
8,595
Previous 6,937 23.9%
Holding current value
$274 Million
Previous $214 Million 28.03%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Jan 08, 2026
BUY
N/A
1,658 Added 23.9%
8,595 $274 Million
Q3 2025

Oct 17, 2025
BUY
N/A
6,937 New
6,937 $214 Million
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