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

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

Historical chart of Ridgeline Wealth Planning 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 Ridgeline Wealth Planning 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 Ridgeline Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 261k 42.03
2025-06-30 $10M 257k 39.49
2025-03-31 $8.6M 240k 35.64
2024-12-31 $8.2M 233k 35.26

More positions owned by Ridgeline Wealth Planning

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Msci Emrg Chn (EMXC)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Ishares Tr Core S&p500 Etf (IVV)
MGIC Investment (MTG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Ridgeline Wealth Planning

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