Independent Advisor Alliance
Position in CGBL — Capital Group Core Balanced ETF
CIK 1696899
CHARLOTTE, NC
All Filings in CGBL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,451,279 | 216,544 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $1,897,369 | 60,677 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||