CAPTRUST FINANCIAL ADVISORS
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1512024
RALEIGH, NC
All Filings in CGCV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,423,421 | 104,309 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,945,824 | 98,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,618,755 | 85,889 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,001,682 | 66,479 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,425,023 | 49,826 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $793,547 | 29,266 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $547,414 | 20,626 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $231,667 | 8,500 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||