Troutman Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2110807
MALVERN, PA
All Filings in CGCV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,256,822 | 251,579 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,362,414 | 246,978 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,508,375 | 246,257 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||