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Capital Group Divid Value Etf Shs Creation Unit shares owned by Mark Sheptoff Financial Planning

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

Historical chart of Mark Sheptoff Financial Planning investment in Capital Group Divid Value Etf Shs Creation Unit

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All positions including Capital Group Divid Value Etf Shs Creation Unit held by Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $28k 928 29.84
2023-09-30 $25k 928 26.47

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Nextera Energy (NEE)
Apple (AAPL)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Veeva Sys Cl A Com (VEEV)
Abbott Laboratories (ABT)
Vertex Pharmaceuticals Incorporated (VRTX)
Abbvie (ABBV)
Smucker J M Com New (SJM)
Mondelez Intl Cl A (MDLZ)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Constellation Brands Cl A (STZ)

View all positions for Mark Sheptoff Financial Planning

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