Oak Hill Wealth Advisors, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Oak Hill Wealth Advisors, LLC

  • $534 Billion
  • Q3 2025
Number of Shares
26,553
Previous 18,434 44.04%
Holding current value
$700 Million
Previous $481 Million 45.37%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Oct 30, 2025
BUY
N/A
8,119 Added 44.04%
26,553 $700 Million
Q2 2025

Jul 21, 2025
SELL
N/A
-5,638 Reduced 23.42%
18,434 $481 Million
Q1 2025

Apr 23, 2025
BUY
N/A
11,447 Added 90.67%
24,072 $626 Million
Q4 2024

Feb 06, 2025
BUY
N/A
12,625 New
12,625 $328 Million
Track This Portfolio

Track Oak Hill Wealth Advisors, LLC Portfolio

Follow Oak Hill Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Hill Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Hill Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email