SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1079935
LOS ANGELES, CA
All Filings in CGBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,472 | 15,239 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,470,650 | 129,923 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,931,911 | 111,291 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,517,240 | 101,303 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,008,797 | 89,976 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,450,548 | 79,101 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,870,133 | 59,806 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $959,103 | 30,889 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $359,257 | 12,084 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||