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Capital Group Divid Value Etf Shs Creation Unit shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors 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 New England Capital Financial Advisors 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 New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 99k 42.03
2025-06-30 $3.5M 89k 39.49
2025-03-31 $2.1M 60k 35.64
2024-12-31 $1.6M 47k 35.26
2024-09-30 $1.1M 30k 36.44
2024-06-30 $589k 18k 33.00
2024-03-31 $2.4k 74 32.50