Vestmark Advisory Solutions »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Vestmark Advisory Solutions

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

Historical chart of Vestmark Advisory Solutions 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 Vestmark Advisory Solutions 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 Vestmark Advisory Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 353k 29.84
2023-09-30 $7.9M 298k 26.47

More positions owned by Vestmark Advisory Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Global Cr Etf (DGCB)
Ishares Tr Intl Div Grwth (IGRO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Coinbase Global Com Cl A (COIN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Vestmark Advisory Solutions

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Raymond James Financial Services Advisors
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Confluence Wealth Services
Cambridge Investment Research Advisors
UBS Group
Johnson Bixby & Associates
WNY Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Kestra Advisory Services
Stifel Financial

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