Capital Group Divid Value Etf Shs Creation Unit shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Capital Group Divid Value Etf Shs Creation Unit
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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 201k | 36.44 |
| 2024-06-30 | $5.0M | 151k | 33.00 |
| 2024-03-31 | $3.6M | 111k | 32.50 |
| 2023-12-31 | $3.0M | 100k | 29.84 |
| 2023-09-30 | $2.1M | 78k | 26.47 |
| 2023-06-30 | $1.0M | 39k | 27.04 |
| 2023-03-31 | $386k | 16k | 24.94 |
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