Keystone Wealth Services, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1866189
PALM DESERT, CA
All Filings in CGBL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,600,619 | 94,853 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,646,002 | 47,835 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,702,800 | 48,197 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,400,952 | 40,350 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,003,200 | 30,000 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,117,882 | 36,084 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $969,401 | 31,001 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $693,781 | 22,344 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||