Dakota Wealth Management
Position in CGBL — Capital Group Core Balanced ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in CGBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,287,223 | 33,910 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,043,311 | 30,320 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $898,441 | 25,430 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $756,201 | 21,780 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $775,272 | 23,184 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $769,698 | 24,845 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $783,626 | 25,060 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $873,219 | 28,123 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $947,019 | 31,854 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $649,880 | 22,325 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $418,985 | 15,325 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||