Concurrent Investment Advisors, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2001015
Tampa, FL
All Filings in CGDG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,611,057 | 229,567 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,079,079 | 225,044 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,545,098 | 436,170 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,746,457 | 223,563 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,017,953 | 178,946 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,232,513 | 169,337 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,905,242 | 165,494 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,705,717 | 185,733 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,362,853 | 188,501 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||