Dechtman Wealth Management »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Dechtman Wealth Management

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Dechtman Wealth Management from 13F filings

Historical chart of Dechtman Wealth Management 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 Dechtman Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Dechtman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 676k 32.50
2023-12-31 $19M 634k 29.84

More positions owned by Dechtman Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Intl Qualty (IQLT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Rus Top 200 Etf (IWL)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Dechtman Wealth Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Confluence Wealth Services
Cambridge Investment Research Advisors
UBS Group
Johnson Bixby & Associates
WNY Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Kestra Advisory Services
Stifel Financial

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