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Capital Group Dividend Growe shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 100k 28.63
2023-12-31 $1.9M 69k 27.16

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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
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Nvidia Corporation Stock (NVDA)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding Capital Group Dividend Growe

Confluence Wealth Services
Commonwealth Equity Services
ValMark Advisers
Envestnet Asset Management
Sweeney & Michel
Cary Street Partner Investment Advisory
Jane Street
Stifel Financial
LPL Financial
Advisor Group Holdings
Captrust Financial Advisors
Morgan Stanley
Assetmark
Raymond James & Associates
Cambridge Investment Research Advisors

View all funds holding Capital Group Dividend Growe