GREAT VALLEY ADVISOR GROUP, INC.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1769897
WILMINGTON, DE
All Filings in CGCV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,782,669 | 115,255 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,559,850 | 119,418 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,993,682 | 163,781 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,693,215 | 155,869 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,801,083 | 132,905 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,591,028 | 95,557 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $285,013 | 10,739 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||