CARY STREET PARTNERS FINANCIAL LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1475045
RICHMOND, VA
All Filings in CGBL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,198,995 | 347,708 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $11,823,757 | 343,614 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $12,586,877 | 356,266 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $12,826,644 | 369,431 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $12,273,550 | 367,032 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $230,831 | 7,451 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $232,992 | 7,451 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||