High Net Worth Advisory Group LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1919142
NAPLES, FL
All Filings in CGBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,558,686 | 330,840 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,907,453 | 316,985 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,451,921 | 295,837 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,253,331 | 266,513 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,509,072 | 164,745 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,291,473 | 138,524 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,927,512 | 125,600 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $423,056 | 13,625 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $405,071 | 13,625 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||