Merriman Wealth Management »

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

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

Historical chart of Merriman 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 Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $871k 26k 33.00
2024-03-31 $875k 27k 32.50

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Merriman Wealth Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Advance Capital Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
Raymond James & Associates
Cetera Investment Advisers
Royal Bank of Canada
Confluence Wealth Services
Morgan Stanley
Cambridge Investment Research Advisors
Mml Investors Services

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