WNY Asset Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1803296
Williamsville, NY
All Filings in CGBL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,338,618 | 140,638 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,214,031 | 93,404 | Shares | Sole | 2026-05-22 | |
| 2025-09-30 | $1,688,607 | 48,635 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,407,054 | 42,077 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,484,127 | 47,906 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $749,666 | 23,974 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||