Capital Group Divid Value Etf Shs Creation Unit shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Capital Group Divid Value Etf Shs Creation Unit
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All positions including Capital Group Divid Value Etf Shs Creation Unit held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $712k | 20k | 36.44 |
2024-06-30 | $369k | 11k | 33.00 |
2024-03-31 | $280k | 8.6k | 32.50 |
2023-12-31 | $230k | 7.7k | 29.84 |
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