Life Goal Wealth Advisors CAPITAL GROUP DIVIDEND GROWE Transaction History

Life Goal Wealth Advisors

  • $120 Billion
  • Q3 2025
Number of Shares
41,082
Previous 49,243 16.57%
Holding current value
$1.42 Billion
Previous $1.66 Billion 14.04%
% of portfolio
1.18%
Previous 1.57%

Shares

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

Nov 24, 2025
SELL
N/A
-8,161 Reduced 16.57%
41,082 $1.42 Billion
Q2 2025

Jul 17, 2025
SELL
N/A
-19,256 Reduced 28.11%
49,243 $1.66 Billion
Q1 2025

Apr 21, 2025
SELL
N/A
-73,645 Reduced 51.81%
68,499 $2.14 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
142,144 New
142,144 $4.21 Billion
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