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Capital Group Divid Value Etf Shs Creation Unit shares owned by Mason Investment Advisory Services

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Mason Investment Advisory Services from 13F filings

Historical chart of Mason Investment Advisory Services 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 Mason Investment Advisory Services 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 Mason Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 476k 42.03
2025-06-30 $18M 444k 39.49
2025-03-31 $14M 379k 35.64
2024-12-31 $11M 324k 35.26
2024-09-30 $4.4M 122k 36.44
2024-06-30 $2.4M 74k 33.00
2024-03-31 $1.0M 31k 32.50