Envestnet Portfolio Solutions, Inc.
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1998033
BERWYN, PA
All Filings in CGDG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,203,774 | 218,709 | Shares | Sole | 2026-09-23 | |
| 2026-03-31 | $6,714,592 | 187,036 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,683,105 | 187,517 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,792,475 | 167,171 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,517,417 | 134,327 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,207,840 | 200,901 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,546,147 | 187,117 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,949,790 | 161,126 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $743,683 | 26,140 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||