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

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

Historical chart of Seamount Financial Group 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 Seamount Financial 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 Seamount Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 142k 36.44
2024-06-30 $4.6M 138k 33.00
2024-03-31 $4.1M 125k 32.50

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Capital Group Dividend Value Shs Creation Uni (CGDV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Seamount Financial Group

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