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

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

Historical chart of WESPAC 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 WESPAC 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 51k 32.50
2023-12-31 $1.3M 45k 29.84

More positions owned by WESPAC Advisors

Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Us Aer Def Etf (ITA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vaneck Etf Trust Clo Etf (CLOI)
Owl Rock Capital Corporation (OBDC)
Qualcomm (QCOM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr U.s. Med Dvc Etf (IHI)
Eli Lilly & Co. (LLY)

View all positions for WESPAC 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