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Capital Group Divid Value Etf Shs Creation Unit shares owned by Everpar Advisors

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

Historical chart of Everpar Advisors 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 Everpar Advisors 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 Everpar Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 63k 36.44
2024-06-30 $1.8M 54k 33.00
2024-03-31 $1.0M 31k 32.50
2023-12-31 $509k 17k 29.84

More positions owned by Everpar Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Tyson Foods Cl A (TSN)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Eli Lilly & Co. (LLY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Everpar Advisors

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