Integrated Wealth Concepts LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1737109
WALTHAM, MA
All Filings in CGBL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,006,363 | 474,351 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,794,931 | 226,531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,888,643 | 194,980 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,196,299 | 149,663 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,568,382 | 106,710 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,493,332 | 80,482 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,228,223 | 39,278 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $651,211 | 20,973 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||