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

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

Historical chart of Spire Wealth Management investment in Capital Group Divid Value Etf Shs Creation Unit

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 202501M2M3M020k40k60k80k
Value ($)Share countHistorical CGDV position of Spire Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including Capital Group Divid Value Etf Shs Creation Unit held by Spire 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 Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.9M 82k 35.26
2024-09-30 $1.6M 45k 36.44
2024-06-30 $1.4M 41k 33.00
2024-03-31 $1.3M 40k 32.50
2023-12-31 $1.2M 38k 29.95
2023-09-30 $716k 27k 26.47
2023-06-30 $625k 23k 27.04
2023-03-31 $571k 23k 24.94
2022-12-31 $114k 4.8k 23.55