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Capital Group Divid Value Etf Shs Creation Unit shares owned by Acorn Financial Advisory Services

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

Historical chart of Acorn Financial Advisory Services 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 Acorn Financial Advisory Services 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 Acorn Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $211k 6.0k 35.26
2024-09-30 $216k 5.9k 36.44

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)

View all positions for Acorn Financial Advisory Services

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3
LPL Financial
Raymond James Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Advance Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Morgan Stanley
Commonwealth Equity Services
Capital Group Private Client Services
Raymond James & Associates
UBS Group

View all funds holding Capital Group Divid Value Etf Shs Creation Unit