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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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