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Capital Group Divid Value Etf Shs Creation Unit shares owned by Swisher Financial Concepts

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

Historical chart of Swisher Financial Concepts 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 Swisher Financial Concepts 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 Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.8M 305k 32.12

More positions owned by Swisher Financial Concepts

Capital Group Dividend Value Shs Creation Uni (CGDV)
Abbvie (ABBV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Abbott Laboratories (ABT)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Amazon (AMZN)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Swisher Financial Concepts

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