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Capital Group Divid Value Etf Shs Creation Unit shares owned by CWS Financial Advisors

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by CWS Financial Advisors from 13F filings

Historical chart of CWS Financial Advisors investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by CWS Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $688k 21k 32.50
2023-12-31 $586k 20k 29.84
2023-09-30 $357k 14k 26.47
2023-06-30 $364k 13k 27.04
2023-03-31 $339k 14k 24.94
2022-09-30 $258k 13k 20.38
2022-06-30 $230k 10k 22.35

More positions owned by CWS Financial Advisors

Stryker Corporation (SYK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for CWS Financial Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Wells Fargo & Company
Bank of America Corporation
Raymond James & Associates
Commonwealth Equity Services
Confluence Wealth Services
Advisor Group Holdings
UBS Group
Cambridge Investment Research Advisors
Royal Bank of Canada
Johnson Bixby & Associates
WNY Asset Management

View all funds holding Capital Group Divid Value Etf Shs Creation Unit