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

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

Historical chart of Gimbal Financial 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 Gimbal Financial 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 Gimbal Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $267k 8.2k 32.50
2023-12-31 $245k 8.2k 29.84

More positions owned by Gimbal Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Eli Lilly & Co. (LLY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr U.s. Med Dvc Etf (IHI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U.s. Utilits Etf (IDU)
Pacer Fds Tr Trendpilot 100 (PTNQ)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Robotics Artif (IRBO)
Ishares Tr Ishares Semicdtr (SOXX)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Ishares Tr Us Trsprtion (IYT)

View all positions for Gimbal Financial

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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