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Capital Group Divid Value Etf Shs Creation Unit shares owned by Dan Callahan

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Dan Callahan from 13F filings

Historical chart of Dan Callahan 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 Dan Callahan 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 Dan Callahan

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8k 111 43.64

More positions owned by Dan Callahan

First Financial Corporation (THFF)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Information Technology ETF (VGT)
Vanguard Europe Pacific ETF (VEA)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)
Vanguard Mid-Cap ETF (VO)
Apple (AAPL)
Vanguard Small-Cap ETF (VB)
Eli Lilly & Co. (LLY)
Vanguard Telecommunication Services ETF (VOX)
NVIDIA Corporation (NVDA)
Vanguard Financials ETF (VFH)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Dan Callahan

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Capital Research and Management Company - Division 3
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Capital Group Private Client Services
Advance Capital Management
UBS Group
Advisor Group Holdings
Jones Financial Companies, L.L
Cambridge Investment Research Advisors
Confluence Wealth Services

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