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Capital Group Divid Value Etf Shs Creation Unit shares owned by Colonial River Wealth Management

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

Historical chart of Colonial River Wealth 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 Colonial River Wealth 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 Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 4.9k 43.64

More positions owned by Colonial River Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Palantir Technologies Cl A (PLTR)
Invesco Actively Managed Exc Total Return (GTO)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Colonial River Wealth Management

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