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Capital Group Divid Value Etf Shs Creation Unit shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $379k 8.7k 43.64

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Acwi Etf (ACWI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus Mid Cap Etf (IWR)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Conv Bd Etf (ICVT)
Exxon Mobil Corporation (XOM)

View all positions for Plan Group Financial

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Raymond James Financial
Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Jones Financial Companies, L.L
Capital Group Private Client Services
Advance Capital Management
UBS Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Confluence Wealth Services

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