LPL Financial LLC
Position in CGSM — Capital Group Short Duration Municipal Income ETF
CIK 1403438
FORT MILL, SC
All Filings in CGSM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CGSM | $57,590,202 | 2,191,408 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 CGSM | $41,861,529 | 1,589,276 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 CGSM | $33,449,601 | 1,268,953 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 CGSM | $25,363,217 | 972,516 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 CGSM | $20,845,480 | 801,441 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 CGSM | $16,273,217 | 626,616 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 CGSM | $2,794,431 | 106,414 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||