WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CGSD — Capital Group Short Duration Income ETF
CIK 1632972
PLYMOUTH, MN
All Filings in CGSD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CGSD | $15,186,957 | 588,870 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 CGSD | $21,551,807 | 828,597 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 CGSD | $19,476,114 | 749,658 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 CGSD | $16,616,736 | 640,707 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 CGSD | $12,050,663 | 466,899 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 CGSD | $7,841,429 | 305,828 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 CGSD | $3,002,321 | 115,875 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 CGSD | $1,424,814 | 56,073 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 CGSD | $435,168 | 17,136 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 CGSD | $431,148 | 16,941 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||