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Capital Group Divid Value Etf Shs Creation Unit shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 83k 36.44
2024-06-30 $3.9M 121k 32.50
2024-03-31 $4.0M 122k 32.50

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
Capital Group Private Client Services
Raymond James & Associates
Cetera Investment Advisers
Advisor Group Holdings
Confluence Wealth Services
Morgan Stanley

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