Sunbelt Securities »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities 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 Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 91k 32.50
2023-12-31 $2.0M 67k 29.84
2023-09-30 $171k 6.5k 26.47

More positions owned by Sunbelt Securities

Nvidia Corporation Stock (NVDA)
Encore Wire Corp Stock (WIRE)
Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares S&p 500 Growth Etf Etf (IVW)
Amazon Stock (AMZN)
Exxon Mobil Corp Stock (XOM)
Innovator Defined Wealth Shield Etf Etf (BALT)
Ishares Gold Trust Etf (IAU)
Broadcom Stock (AVGO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Visa Inc Com Cl A Stock (V)
Innovator Growth Accelerated Plus Etf - January Etf (QTJA)

View all positions for Sunbelt Securities

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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