CWS Financial Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1802459
KALAMAZOO, MI
All Filings in CGCV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,755,115 | 53,477 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,658,151 | 55,624 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,687,591 | 55,349 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,590,711 | 52,830 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,375,088 | 48,080 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,135,196 | 41,866 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $397,701 | 14,985 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||