Walkner Condon Financial Advisors »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $293k 8.3k 35.26
2024-09-30 $219k 6.0k 36.44

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Walkner Condon Financial Advisors

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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