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Capital Group Divid Value Etf Shs Creation Unit shares owned by Main Line Retirement Advisors

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

Historical chart of Main Line Retirement 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 Main Line Retirement 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 Main Line Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 337k 32.50
2023-12-31 $9.5M 320k 29.84
2023-06-30 $5.7M 210k 27.04

More positions owned by Main Line Retirement Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Sml Cp Core Alpha F Com Shs (FYX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Toronto Dominion Bk Ont Com New (TD)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Main Line Retirement 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