Prospera Financial Services Inc
Position in CGBL — Capital Group Core Balanced ETF
CIK 1541625
Dallas, TX
All Filings in CGBL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,405,696 | 37,031 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,739,415 | 166,795 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,231,666 | 148,080 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,712,887 | 106,938 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,928,808 | 87,584 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,904,960 | 61,490 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,081,816 | 34,596 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $777,212 | 25,031 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $571,826 | 19,234 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $398,253 | 13,681 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||