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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

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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
2023-12-31 $650k 22k 29.84
2023-09-30 $378k 14k 26.47
2023-06-30 $395k 14k 27.58

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

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