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

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

Historical chart of LPL 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 LPL 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $180M 6.8M 26.47
2023-06-30 $152M 5.6M 27.04
2023-03-31 $85M 3.4M 24.94
2022-12-31 $67M 2.8M 23.59
2022-09-30 $22M 1.1M 20.42
2022-06-30 $11M 471k 22.32

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors
Raymond James & Associates
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Confluence Wealth Services
Commonwealth Equity Services
Cambridge Investment Research Advisors
UBS Group
Johnson Bixby & Associates
WNY Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Kestra Advisory Services
Stifel Financial

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