Sunbelt Securities »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities 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 Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.5M 107k 33.00
2024-03-31 $2.9M 91k 32.50
2023-12-31 $2.0M 67k 29.84
2023-09-30 $171k 6.5k 26.47

More positions owned by Sunbelt Securities

Nvidia Corporation Stock (NVDA)
Encore Wire Corp Stock (WIRE)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Microsoft Corp Stock (MSFT)
Ishares S&p 500 Growth Etf Etf (IVW)
Exxon Mobil Corp Stock (XOM)
Amazon Stock (AMZN)
Ishares Gold Trust Etf (IAU)
Innovator Defined Wealth Shield Etf Etf (BALT)
Broadcom Stock (AVGO)
Capital Group Core Equity Etf Etf (CGUS)
Schwab Us Dividend Equity Etf Etf (SCHD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Sunbelt Securities

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
Capital Group Private Client Services
Raymond James & Associates
Cetera Investment Advisers
Advisor Group Holdings
Confluence Wealth Services
Morgan Stanley

View all funds holding Capital Group Divid Value Etf Shs Creation Unit