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Capital Group Divid Value Etf Shs Creation Unit shares owned by Ruggaard & Associates

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Ruggaard & Associates from 13F filings

Historical chart of Ruggaard & Associates 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 Ruggaard & Associates 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 Ruggaard & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.3M 312k 29.84
2023-09-30 $7.2M 273k 26.47

More positions owned by Ruggaard & Associates

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Ibonds 2026 Term (IBHF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Quality Grow (QGRO)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Ruggaard & Associates

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