Integrated Wealth Concepts LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1737109
WALTHAM, MA
All Filings in CGDG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,394,445 | 597,026 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,465,316 | 291,513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,916,321 | 222,119 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,466,383 | 186,620 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,876,104 | 85,522 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,339,082 | 43,336 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $805,644 | 27,181 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||