Capital Group Divid Value Etf Shs Creation Unit shares owned by Envision Financial Planning
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Envision Financial Planning
from 13F filings
Historical chart of Envision Financial Planning investment in Capital Group Divid Value Etf Shs Creation Unit
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All positions including Capital Group Divid Value Etf Shs Creation Unit held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Envision Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $351k | 9.6k | 36.44 |
2024-06-30 | $316k | 9.6k | 33.00 |
2024-03-31 | $311k | 9.6k | 32.50 |
2023-12-31 | $313k | 11k | 29.84 |
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