OneAscent Financial Services LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1780985
BIRMINGHAM, AL
All Filings in CGCV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,052 | 9,508 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $283,344 | 9,505 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $289,807 | 9,505 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $261,113 | 8,672 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||