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Capital Group Divid Value Etf Shs Creation Unit shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group 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 Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 5.0k 43.64

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Eafe Value Etf (EFV)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Investment Grade (IGEB)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Waller Financial Planning Group

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
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
Confluence Wealth Services

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