WR Wealth Planners, LLC
Position in CGSD — Capital Group Short Duration Income ETF
CIK 2031978
COLUMBIA, MO
All Filings in CGSD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 CGSD | $93,919 | 3,663 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 CGSD | $142,997 | 5,519 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 CGSD | $136,477 | 5,371 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 CGSD | $140,840 | 5,546 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||