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Capital Group Divid Value Etf Shs Creation Unit shares owned by Retirement Group

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

Historical chart of Retirement Group 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 Retirement Group 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 Retirement Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $390k 12k 32.50
2023-12-31 $63k 2.1k 29.84
2023-09-30 $711k 27k 26.47

More positions owned by Retirement Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Exxon Mobil Corporation (XOM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Chevron Corporation (CVX)
Vanguard Index Fds Value Etf (VTV)
Jefferies Finl Group (JEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20+ Year Tr Bd (TLTW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Retirement Group

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