A&I FINANCIAL SERVICES, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1728031
LONE TREE, CO
All Filings in CGCV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,589 | 18,787 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $621,747 | 20,857 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $571,900 | 18,757 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $544,449 | 18,082 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $453,796 | 15,867 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $320,309 | 11,813 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $238,541 | 8,988 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||