Keystone Financial Group »

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

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

Historical chart of Keystone 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 Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $961k 24k 39.49
2025-06-30 $961k 24k 39.49
2025-03-31 $768k 22k 35.64
2024-12-31 $646k 18k 35.26
2024-09-30 $469k 13k 36.44

More positions owned by Keystone Financial Group

Spdr S&p 500 Etf MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Palantir Technologies Common Stock (PLTR)
Nvidia Corp Common Stock (NVDA)
Vanguard Total MF Closed and MF Open (VTI)
Spdr Portfolio MF Closed and MF Open (SPLG)
Tesla Common Stock (TSLA)
Spdr Portfolio MF Closed and MF Open (SPYG)
Victoryshares Free MF Closed and MF Open (VFLO)
Microsoft Corp Common Stock (MSFT)
Ishares U S MF Closed and MF Open (DYNF)
Meta Platforms Common Stock (META)
Amazon Common Stock (AMZN)
Vanguard S&p 500 Etf MF Closed and MF Open (VOO)
Berkshire Hathaway Class Class B Common Stock (BRK.B)

View all positions for Keystone Financial Group

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