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Capital Group Divid Value Etf Shs Creation Unit shares owned by Saxony Capital Management

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

Historical chart of Saxony Capital Management 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 Saxony Capital Management 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 Saxony Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $377k 10k 36.44
2024-06-30 $343k 10k 33.00
2024-03-31 $238k 7.3k 32.50
2023-12-31 $206k 6.9k 29.84

More positions owned by Saxony Capital Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Inflation Prote (DFIP)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Jpmorgan Usd Emg (EMB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eli Lilly & Co. (LLY)

View all positions for Saxony Capital Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
Capital Group Private Client Services
Raymond James & Associates
Cetera Investment Advisers
Advisor Group Holdings
Confluence Wealth Services
Morgan Stanley

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