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Capital Group Divid Value Etf Shs Creation Unit shares owned by Financial Council Asset Management

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

Historical chart of Financial Council Asset 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 Financial Council Asset 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 Financial Council Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $946k 29k 32.50
2023-12-31 $579k 19k 29.84
2023-09-30 $201k 7.6k 26.47
2023-06-30 $205k 7.6k 27.04
2022-12-31 $370k 16k 23.59

More positions owned by Financial Council Asset Management

Capital Group Global Growth Equity ETF Shs Creation Uni (CGGO)
Capital Group Growth ETF Shs Creation Uni (CGGR)
iShares Core U.S. Growth ETF Core S&p Us Gwt (IUSG)
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
iShares Core S&P U.S. Value ETF Core S&p Us Vlu (IUSV)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
SPDR Portfolio S&P 500 Growth ETF Prtflo S&p500 Gw (SPYG)
iShares Russell 3000 ETF Russell 3000 Etf (IWV)
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Dimensional U.S. Core Equity 2 ETF Us Core Equity 2 (DFAC)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
iShares MSCI Acwi ETF Msci Acwi Etf (ACWI)
iShares MSCI Acwi Ex U.S. ETF Msci Acwi Ex Us (ACWX)

View all positions for Financial Council Asset Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Raymond James Financial Services Advisors
Wells Fargo & Company
Raymond James & Associates
Commonwealth Equity Services
Bank of America Corporation
Confluence Wealth Services
Advisor Group Holdings
Cambridge Investment Research Advisors
UBS Group
Johnson Bixby & Associates
WNY Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Kestra Advisory Services

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