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

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

Historical chart of Lion Street 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 Lion Street 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 Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $274k 9.2k 29.84
2023-12-31 $274k 9.2k 29.84
2023-09-30 $233k 8.8k 26.47

More positions owned by Lion Street Advisors

General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
Darden Restaurants (DRI)
Vanguard Index Fds Mid Cap Etf (VO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)

View all positions for Lion Street 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