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

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

Historical chart of LongView 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 LongView 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 LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 130k 36.44
2024-06-30 $3.4M 102k 33.00
2024-03-31 $2.5M 77k 32.50
2023-12-31 $2.1M 70k 29.69

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Ishares Tr Morningstar Grwt (ILCG)
Genuine Parts Company (GPC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for LongView Wealth Management

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

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