Cyndeo Wealth Partners, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1950947
ST. PETERSBURG, FL
All Filings in CGCV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,020 | 16,454 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $490,612 | 16,458 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $481,498 | 15,792 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||