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

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

Historical chart of Florida Financial 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 Florida Financial 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 Florida Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 7.3k 42.03
2025-03-31 $214k 6.0k 35.64

More positions owned by Florida Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Mega Cap Index (MGC)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)

View all positions for Florida Financial Advisors

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
Morgan Stanley
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Advance Capital Management
Capital Group Private Client Services
UBS Group
Advisor Group Holdings
Jones Financial Companies, L.L
Cambridge Investment Research Advisors

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