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Capital Group Divid Value Etf Shs Creation Unit shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning 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 Center for Financial Planning 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 Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $112k 2.6k 43.64
2025-09-30 $108k 2.6k 42.03
2025-06-30 $102k 2.6k 39.49

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)

View all positions for Center for Financial Planning

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