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Capital Group Divid Value Etf Shs Creation Unit shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth 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 Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 105k 32.50
2023-12-31 $2.7M 90k 29.84
2023-09-30 $1.4M 54k 26.47
2023-06-30 $1.3M 48k 27.04

More positions owned by Olistico Wealth

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Alliant Energy Corporation (LNT)

View all positions for Olistico Wealth

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