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Capital Group Divid Value Etf Shs Creation Unit shares owned by Clear Creek Financial Management

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

Historical chart of Clear Creek Financial 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 Clear Creek Financial 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 Clear Creek Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 80k 36.44
2024-06-30 $2.5M 76k 33.00
2024-03-31 $1.5M 47k 32.50

More positions owned by Clear Creek Financial Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Clear Creek Financial 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