Baird Financial Group, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1648711
MILWAUKEE, WI
All Filings in CGCV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,405,479 | 195,170 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,686,406 | 190,755 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,437,891 | 178,350 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,847,980 | 161,009 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,582,692 | 160,234 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,674,868 | 135,529 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $265,400 | 10,000 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||