Capital Group Divid Value Etf Shs Creation Unit shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Capital Group Divid Value Etf Shs Creation Unit
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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 116k | 36.44 |
| 2024-06-30 | $3.0M | 90k | 33.00 |
| 2024-03-31 | $2.8M | 87k | 32.50 |
| 2023-12-31 | $2.4M | 81k | 29.84 |
| 2023-09-30 | $2.0M | 75k | 26.47 |
| 2023-06-30 | $1.3M | 49k | 27.04 |
| 2023-03-31 | $409k | 16k | 24.94 |
| 2022-12-31 | $586k | 25k | 23.59 |
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