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

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

Historical chart of Octavia Wealth 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 Octavia Wealth 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $338k 10k 32.60
2023-12-31 $318k 11k 29.84

More positions owned by Octavia Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Starboard Invt Tr Adaptive Alpha (AGOX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Midcp 400 Val (IVOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)

View all positions for Octavia Wealth Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors
Wells Fargo & Company
Raymond James & Associates
Commonwealth Equity Services
Bank of America Corporation
Confluence Wealth Services
Advisor Group Holdings
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