Advisor OS, LLC's ownership history for CGBL


Advisor OS, LLC currently holds 30.4K shares with a market value of $1.1M. It started holding CGBL on 2024-09-30. At its peak, it held 30.4K shares on 2025-12-31. Its highest holding value was $1.1M on 2025-12-31. At its lowest, it held 15.2K shares on 2024-09-30, with a value of $471.3K on 2024-09-30. In the recent 180 days, Advisor OS, LLC has increased its shares by 10.9K. In the recent year, Advisor OS, LLC has increased its shares by 14.6K.


Advisor OS, LLC's ownership history for CGBL