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Capital Group Divid Value Etf Shs Creation Unit shares owned by Bay Harbor Wealth Management

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Bay Harbor Wealth Management from 13F filings

Historical chart of Bay Harbor Wealth Management 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 Bay Harbor Wealth Management 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 Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $32k 740 43.64
2025-06-30 $29k 740 39.62
2025-03-31 $27k 740 35.75

More positions owned by Bay Harbor Wealth Management

Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Ishares S&p 100 Etf Exchange Traded Fund (OEF)
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)
Dimensional Short-duration Fixed Income Etf Exchange Traded Fund (DFSD)

View all positions for Bay Harbor Wealth Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Raymond James Financial
Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Jones Financial Companies, L.L
Capital Group Private Client Services
Advance Capital Management
UBS Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Confluence Wealth Services

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