Nerd Wallet Wealth Partners, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Nerd Wallet Wealth Partners, LLC

  • $223 Billion
  • Q4 2025
Number of Shares
347,118
Previous 287,156 20.88%
Holding current value
$9.2 Billion
Previous $7.63 Billion 20.62%
% of portfolio
4.13%
Previous 3.74%

Shares

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

Jan 12, 2026
BUY
N/A
59,962 Added 20.88%
347,118 $9.2 Billion
Q3 2025

Nov 12, 2025
BUY
N/A
287,156 New
287,156 $7.63 Billion
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