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

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

Historical chart of Entruity 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 Entruity 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 Entruity Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $13M 375k 35.64

More positions owned by Entruity Wealth

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Capital Group Dividend Growe Shs Etf (CGDG)
Sprott Physical Silver Tr Tr Unit (PSLV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
First Tr Exchange Traded S&p Intl Divid (FID)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Sprott Physical Gold Tr Unit (PHYS)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Entruity 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
Advance Capital Management
Wells Fargo & Company
Cetera Investment Advisers
Commonwealth Equity Services
Capital Group Private Client Services
UBS Group
Advisor Group Holdings
Confluence Wealth Services
Cambridge Investment Research Advisors
Royal Bank of Canada

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