SenateAnnual Report
Transactions
57
Assets
74
Liabilities
0
Details
- Report Title
- Annual Report for Calendar 2025
- Submission Method
- Electronic
Transactions
57 transactionsCGDVCapital Group Dividend Value ETF - Share class
Sale (Partial)Other
December 18, 2025Self
n/a
$1K - $15K
ICAFXINVESTMENT CO OF AMERICA - Class F-2
Sale (Partial)Other
December 18, 2025Spouse
n/a
$1K - $15K
Assets
74 assetsAMRFX - American Mutual Fund Class F-2 Shares
Mutual Funds
SelfIncome: None($0 - $200)
Value
$15K - $50K
AMRFX (in Raymond James RIRA) - American Mutual Fund Class F-2 Shares
Mutual Funds
SelfIncome: None($0 - $200)
Value
$1K - $15K