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

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

Historical chart of JSF 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 JSF 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 JSF Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $422k 12k 35.26

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for JSF Financial

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Capital Research and Management Company - Division 3
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Advance Capital Management
Capital Group Private Client Services
UBS Group
Advisor Group Holdings
Jones Financial Companies, L.L
Cambridge Investment Research Advisors

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