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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

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $306k 9.3k 33.00

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard World Financials Etf (VFH)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Growth Etf (VUG)
Northern Lts Fd Tr Ii Peakshares Secto
Vanguard World Mega Cap Index (MGC)
Vanguard World Health Car Etf (VHT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Calton & Associates

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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