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Capital Group Divid Value Etf Shs Creation Unit shares owned by Tribridge Partners Financial

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

Historical chart of Tribridge Partners Financial 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 Tribridge Partners Financial 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 Tribridge Partners Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 98k 42.37
2025-06-30 $4.3M 110k 39.49

More positions owned by Tribridge Partners Financial

Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Conservative E SHS (CGCV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)

View all positions for Tribridge Partners Financial

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Capital Research and Management Company - Division 3
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Advance Capital Management
Capital Group Private Client Services
UBS Group
Advisor Group Holdings
Jones Financial Companies, L.L
Cambridge Investment Research Advisors

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