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Capital Group Divid Value Etf Shs Creation Unit shares owned by Silvia Mccoll Wealth Management

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

Historical chart of Silvia Mccoll Wealth 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 Silvia Mccoll Wealth 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 Silvia Mccoll Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 421k 42.03
2025-06-30 $15M 380k 39.49

More positions owned by Silvia Mccoll Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Chevron Corporation (CVX)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Global Tech Etf (IXN)
Tesla Motors (TSLA)

View all positions for Silvia Mccoll Wealth Management

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