Transamerica Financial Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1502149
CEDAR RAPIDS, IA
All Filings in CGCV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,301 | 16,036 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $502,089 | 16,843 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $267,275 | 8,766 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $228,384 | 7,585 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||