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Capital Group Divid Value Etf Shs Creation Unit shares owned by Endeavor Private Wealth

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

Historical chart of Endeavor Private Wealth 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 Endeavor Private Wealth 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 Endeavor Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 91k 42.17
2025-06-30 $3.3M 83k 39.62
2025-03-31 $2.4M 68k 35.75
2024-12-31 $2.0M 56k 35.26

More positions owned by Endeavor Private Wealth

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Endeavor Private Wealth

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
Morgan Stanley
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Advance Capital Management
Capital Group Private Client Services
UBS Group
Advisor Group Holdings
Jones Financial Companies, L.L
Cambridge Investment Research Advisors

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