Capital Group Divid Value Etf Shs Creation Unit shares owned by Calton & Associates
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 48k | 42.03 |
| 2025-06-30 | $1.2M | 32k | 39.49 |
| 2025-03-31 | $930k | 26k | 35.64 |
| 2024-12-31 | $402k | 11k | 35.26 |
| 2024-09-30 | $904k | 25k | 36.44 |
| 2024-06-30 | $306k | 9.3k | 33.00 |
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