Synergy Investment Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
All Filings in CGCV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,759 | 18,975 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $565,644 | 18,975 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $578,547 | 18,975 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $700,810 | 23,275 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $511,117 | 18,850 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $95,544 | 3,600 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||