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Capital Group Divid Value Etf Shs Creation Unit shares owned by Oak Hill Wealth Advisors

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

Historical chart of Oak Hill Wealth 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 Oak Hill Wealth 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 Oak Hill Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 6.0k 36.44

More positions owned by Oak Hill Wealth Advisors

Vanguard Index Fds Value Etf Put Option (VTV)
Vanguard Specialized Funds Div App Etf Put Option (VIG)
Vanguard Index Fds Large Cap Etf Put Option (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt Put Option (VEA)
Vanguard Index Fds Growth Etf Put Option (VUG)
Vanguard Index Fds Mid Cap Etf Put Option (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Put Option (VWO)
Vanguard Charlotte Fds Total Int Bd Etf Put Option (BNDX)
Vanguard Index Fds Small Cp Etf Put Option (VB)
Vanguard Whitehall Fds High Div Yld Put Option (VYM)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Int-term Corp Put Option (VCIT)
Microsoft Corporation Put Option (MSFT)
Amazon Put Option (AMZN)
Vanguard Bd Index Fds Short Trm Bond Put Option (BSV)

View all positions for Oak Hill Wealth Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
Capital Group Private Client Services
Raymond James & Associates
Cetera Investment Advisers
Advisor Group Holdings
Confluence Wealth Services
Morgan Stanley

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