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

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

Historical chart of Prime Capital Investment 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 Prime Capital Investment 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 Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $621k 21k 29.84
2023-09-30 $550k 21k 26.47
2023-06-30 $562k 21k 27.04
2023-03-31 $461k 19k 24.94

More positions owned by Prime Capital Investment Advisors

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Ishares Tr Us Treas Bd Etf Etf (GOVT)
Apple Stock (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares Tr Core S&p Ttl Stk Etf (ITOT)
Schwab Strategic Tr Intl Eqty Etf Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf Etf (SCHM)
Vanguard Index Fds Value Etf Etf (VTV)
Ishares Tr Sp Smcp600vl Etf Etf (IJS)
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)

View all positions for Prime Capital Investment 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