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Gateway Wealth Partners »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners 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 Gateway Wealth Partners 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 Gateway Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$499k	14k	35.26
2024-09-30	$378k	10k	36.44
2024-06-30	$239k	7.2k	33.00

More positions owned by Gateway Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Ishares Tr Core S&p500 Etf (IVV)

Spdr Ser Tr Portfolio S&p500 (SPLG)

American Centy Etf Tr Us Eqt Etf (AVUS)

Apple (AAPL)

First Tr Exchange-traded Cap Strength Etf (FTCS)

First Tr Value Line Divid In SHS (FVD)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Microsoft Corporation (MSFT)

Ishares Tr Core Total Usd (IUSB)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Dbx Etf Tr Xtrackers S&p (SNPE)

American Centy Etf Tr Intl Eqt Etf (AVDE)

Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Gateway Wealth Partners

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3

LPL Financial

Raymond James Financial

Northwestern Mutual Wealth Management Company

Envestnet Asset Management

Advance Capital Management

Raymond James Financial Services Advisors

Wells Fargo & Company

Bank of America Corporation

Cetera Investment Advisers

Morgan Stanley

Commonwealth Equity Services

Capital Group Private Client Services

Raymond James & Associates

UBS Group

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

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