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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
2024-09-30 $4.4M 122k 36.44
2024-06-30 $2.4M 74k 33.00
2024-03-31 $1.0M 31k 32.50

More positions owned by Mason Investment Advisory Services

Ishares Tr Msci Usa Value (VLUE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
T Rowe Price Etf Growth Etf (TGRT)
American Centy Etf Tr Avantis Us Small (AVSC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Mason Investment Advisory Services

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