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Capital Group Divid Value Etf Shs Creation Unit shares owned by Midwest Heritage Bank

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

Historical chart of Midwest Heritage Bank 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 Midwest Heritage Bank 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 Midwest Heritage Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 399k 32.50
2023-12-31 $4.1M 138k 29.84
2023-09-30 $2.2M 84k 26.47
2023-06-30 $2.2M 82k 27.04
2023-03-31 $2.1M 82k 24.94
2022-12-31 $1.6M 69k 23.59
2022-09-30 $827k 41k 20.43
2022-06-30 $537k 24k 22.31

More positions owned by Midwest Heritage Bank

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us High Profitab (DUHP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Midwest Heritage Bank

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Confluence Wealth 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