Capital Group Divid Value Etf Shs Creation Unit shares owned by Ball & Co Wealth Management
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Ball & Co Wealth Management
from 13F filings
Historical chart of Ball & Co Wealth Management investment in Capital Group Divid Value Etf Shs Creation Unit
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All positions including Capital Group Divid Value Etf Shs Creation Unit held by Ball & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Ball & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 207k | 42.03 |
| 2025-06-30 | $7.8M | 196k | 39.49 |
| 2025-03-31 | $7.7M | 216k | 35.64 |
| 2024-12-31 | $10M | 287k | 35.26 |
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