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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
2024-03-31 $4.0M 122k 32.50

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Holistic Planning

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