Silver Oak Securities »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Silver Oak Securities

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

Historical chart of Silver Oak Securities 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 Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.4M 249k 29.84
2023-09-30 $4.6M 173k 26.47
2023-06-30 $4.1M 151k 27.04
2023-03-31 $3.0M 121k 24.94
2022-12-31 $2.5M 107k 23.59
2022-09-30 $4.6M 173k 26.47
2022-06-30 $570k 25k 22.66

More positions owned by Silver Oak Securities

First Tr Exchange-traded Cap Strength Etf (FTCS)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Lrge Cp Core Alpha Com Shs (FEX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Silver Oak Securities

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