Aprio Wealth Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1803519
ATLANTA, GA
All Filings in CGBL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,089,955 | 1,688,355 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $65,645,780 | 1,907,753 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $63,960,407 | 1,810,371 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||