Venture Visionary Partners LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1792283
Sylvania, OH
All Filings in CGBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,565,994 | 304,689 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,179,291 | 237,701 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,921,374 | 224,211 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,127,062 | 118,867 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,855,943 | 85,405 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,734,446 | 55,986 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,408,150 | 45,032 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $1,218,402 | 39,240 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,173,918 | 39,486 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,081,785 | 37,162 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $642,216 | 23,490 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||