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Capital Group Divid Value Etf Shs Creation Unit shares owned by Kmt Wealth Management

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

Historical chart of Kmt Wealth Management 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 Kmt Wealth Management 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 Kmt Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 6.2k 42.03
2025-06-30 $244k 6.2k 39.49
2025-03-31 $221k 6.2k 35.64

More positions owned by Kmt Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Broadcom (AVGO)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Kmt Wealth Management

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