Capital Group Divid Value Etf Shs Creation Unit shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.6M | 171k | 33.00 |
| 2024-03-31 | $2.7M | 85k | 32.50 |
| 2023-12-31 | $1.2M | 41k | 29.84 |
| 2023-09-30 | $895k | 34k | 26.47 |
| 2023-06-30 | $411k | 15k | 27.04 |
| 2023-03-31 | $151k | 6.0k | 24.94 |
| 2022-12-31 | $2.4k | 100 | 23.59 |
| 2022-09-30 | $2.0k | 100 | 20.00 |
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