Confluence Wealth Services, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1910411
MCMURRAY, PA
All Filings in CGCV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,654,761 | 416,050 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $10,451,594 | 350,607 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,142,720 | 267,062 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $452,131 | 15,016 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $423,594 | 14,811 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $388,205 | 14,317 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||