WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1632972
PLYMOUTH, MN
All Filings in CGCV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,204,247 | 646,077 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24,775,538 | 831,115 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $25,259,806 | 828,462 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $443,128 | 14,717 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||