National Wealth Management Group, LLC
Position in CGCP — Capital Group Core Plus Income ETF
CIK 1977723
CINCINNATI, OH
All Filings in CGCP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 CGCP | $221,360 | 9,743 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 CGCP | $219,217 | 9,743 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 CGCP | $238,665 | 10,631 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CGCP | $238,228 | 10,731 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 CGCP | $245,788 | 10,631 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 CGCP | $236,220 | 10,631 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 CGCP | $243,825 | 10,856 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 CGCP | $205,866 | 9,071 | Shares | Sole | 2024-02-01 | |
| 2023-03-31 CGCP | $203,993 | 8,951 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 CGCP | $247,152 | 11,093 | Shares | Sole | 2023-11-17 | |
| No filing history on record for this holder in this stock. | ||||||