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Capital Group Divid Value Etf Shs Creation Unit shares owned by BEAM Asset Management

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

Historical chart of BEAM Asset 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 BEAM Asset 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 BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $562k 15k 36.44
2024-06-30 $411k 12k 33.00

More positions owned by BEAM Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core High Dv Etf (HDV)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Inflation Alloca (RAAX)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for BEAM Asset Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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