Creative Planning
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in CGCV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,243 | 10,824 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $295,715 | 9,920 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $301,515 | 9,889 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||