WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1632972
PLYMOUTH, MN
All Filings in CGBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,558,347 | 1,595,320 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $46,414,651 | 1,348,871 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $71,688,173 | 2,029,102 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $67,283,783 | 1,937,897 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $60,075,695 | 1,796,522 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $53,817,681 | 1,737,175 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $49,801,977 | 1,592,644 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $35,807,698 | 1,153,227 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,526,046 | 522,235 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,797,502 | 164,806 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,803,483 | 65,965 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||