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Capital Group Dividend Growe shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Dividend Growe held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Dividend Growe by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 186k 30.72
2024-06-30 $5.4M 189k 28.45

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Capital Group Dividend Growe

Capital Research and Management Company - Division 3
Envestnet Asset Management
Capital Group Private Client Services
LPL Financial
Confluence Wealth Services
Commonwealth Equity Services
Mml Investors Services
ValMark Advisers
Cetera Investment Advisers
Cambridge Investment Research Advisors
Jane Street
Old Mission Capital
Rothschild Investment
Bank of America Corporation
Sweeney & Michel

View all funds holding Capital Group Dividend Growe