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

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

Historical chart of Everpar 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 Everpar 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 Everpar Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 31k 32.50
2023-12-31 $509k 17k 29.84

More positions owned by Everpar Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Tyson Foods Cl A (TSN)
Amazon (AMZN)
Meta Platforms Cl A (META)
Chevron Corporation (CVX)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Merck & Co (MRK)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Everpar Advisors

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