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

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

Historical chart of JDM Financial Group 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 JDM Financial Group 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 424 36.44
2024-03-31 $14k 424 32.50
2023-12-31 $13k 424 29.84
2023-09-30 $11k 424 26.47
2023-06-30 $12k 432 27.04
2023-03-31 $11k 435 24.94
2022-12-31 $8.9k 379 23.59

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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

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