ADVISORTRUST PARTNERS, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2115523
RALEIGH, NC
All Filings in CGCV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,904 | 13,952 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $328,029 | 11,004 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $241,358 | 7,916 | Shares | Sole | 2026-03-10 | |
| No filing history on record for this holder in this stock. | ||||||