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Capital Group Divid Value Etf Shs Creation Unit shares owned by Main Line Retirement Advisors

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Main Line Retirement Advisors from 13F filings

Historical chart of Main Line Retirement Advisors 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 Main Line Retirement Advisors 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 Main Line Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 359k 36.44
2024-06-30 $11M 343k 33.00
2024-03-31 $11M 337k 32.50
2023-12-31 $9.5M 320k 29.84
2023-06-30 $5.7M 210k 27.04

More positions owned by Main Line Retirement Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Sml Cp Core Alpha F Com Shs (FYX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Bd Index Fds Long Term Bond (BLV)
First Tr Exchange-traded Managd Mun Etf (FMB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Toronto Dominion Bk Ont Com New (TD)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Main Line Retirement Advisors

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