Confluence Wealth Services, Inc.
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1910411
MCMURRAY, PA
All Filings in CGDG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,004,988 | 3,252,599 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $73,842,422 | 2,056,892 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $69,999,846 | 1,964,081 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $59,956,281 | 1,730,340 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $55,888,284 | 1,661,858 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $48,460,748 | 1,568,309 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $40,956,285 | 1,381,791 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $32,274,954 | 1,050,617 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $28,415,347 | 998,782 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $26,138,560 | 912,978 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $16,951,072 | 624,119 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||