Envestnet Portfolio Solutions, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1998033
BERWYN, PA
All Filings in CGCV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,210,500 | 36,883 | Shares | Sole | 2026-09-23 | |
| 2026-03-31 | $908,787 | 30,486 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,109,134 | 36,377 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $986,192 | 32,753 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||