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Capital Group Divid Value Etf Shs Creation Unit shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson 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 Richards, Merrill & Peterson 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 Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-09-30 $793k 19k 42.03
2025-06-30 $526k 13k 39.49
2025-03-31 $285k 8.0k 35.64

More positions owned by Richards, Merrill & Peterson

Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Meta Platforms Cl A (META)
Home Depot (HD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raytheon Technologies Corp (RTX)

View all positions for Richards, Merrill & Peterson

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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