Capital Group Divid Value Etf Shs Creation Unit shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group 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 National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $949k | 22k | 43.64 |
| 2025-09-30 | $788k | 19k | 42.03 |
| 2025-06-30 | $667k | 17k | 39.49 |
| 2025-03-31 | $586k | 16k | 35.64 |
| 2024-12-31 | $577k | 16k | 35.26 |
| 2024-09-30 | $584k | 16k | 36.44 |
| 2024-06-30 | $509k | 15k | 33.00 |
| 2024-03-31 | $484k | 15k | 32.50 |
| 2023-12-31 | $650k | 22k | 29.84 |
| 2023-09-30 | $378k | 14k | 26.47 |
| 2023-06-30 | $395k | 14k | 27.58 |
More positions owned by National Wealth Management Group
View all positions for National Wealth Management Group
Top funds holding Capital Group Divid Value Etf Shs Creation Unit
View all funds holding Capital Group Divid Value Etf Shs Creation Unit