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

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

Historical chart of Dechtman 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 Dechtman 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 Dechtman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $62M 1.7M 36.44
2024-06-30 $58M 1.7M 33.00
2024-03-31 $22M 676k 32.50
2023-12-31 $19M 634k 29.84

More positions owned by Dechtman Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Mega Cap Val Etf (MGV)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Dechtman Wealth 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