PRIVATE CLIENT SERVICES, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1457005
LOUISVILLE, KY
All Filings in CGDV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $2,227,657 | 45,602 | Shares | Sole | 2026-10-02 | |
| 2026-06-30 | $1,919,751 | 38,956 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $236,947 | 5,570 | Shares | Sole | 2026-04-06 | |
| 2025-03-31 | $233,620 | 6,555 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $231,129 | 6,555 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $213,611 | 5,862 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||