Capital Group Divid Value Etf Shs Creation Unit shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 109k | 36.44 |
| 2024-06-30 | $3.4M | 104k | 33.00 |
| 2024-03-31 | $3.3M | 102k | 32.50 |
| 2023-12-31 | $3.0M | 101k | 29.84 |
| 2023-09-30 | $2.5M | 96k | 26.47 |
| 2023-06-30 | $2.5M | 94k | 27.04 |
| 2023-03-31 | $2.4M | 97k | 24.94 |
| 2022-12-31 | $2.2M | 95k | 23.59 |
| 2022-09-30 | $1.3M | 62k | 20.42 |
More positions owned by Smallwood Wealth Investment Management
View all positions for Smallwood Wealth Investment Management
Top funds holding Capital Group Divid Value Etf Shs Creation Unit
View all funds holding Capital Group Divid Value Etf Shs Creation Unit