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

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

Historical chart of FinDec Wealth Services 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 FinDec Wealth Services 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 FinDec Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.9M 297k 29.84
2023-09-30 $7.5M 285k 26.47
2023-06-30 $7.6M 283k 27.04
2023-03-31 $7.0M 281k 24.94
2022-12-31 $6.7M 284k 23.59

More positions owned by FinDec Wealth Services

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr U.s. Med Dvc Etf (IHI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FinDec Wealth Services

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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