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Capital Group Divid Value Etf Shs Creation Unit shares owned by Winch Advisory Services

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

Historical chart of Winch Advisory Services 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 Winch Advisory Services 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 Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $101k 2.8k 36.44
2024-06-30 $92k 2.8k 33.00
2024-03-31 $90k 2.8k 32.50
2023-12-31 $83k 2.8k 29.84
2023-09-30 $54k 2.1k 26.33
2023-06-30 $55k 2.1k 26.82
2023-03-31 $51k 2.1k 24.87

More positions owned by Winch Advisory Services

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Microsoft Corporation (MSFT)
Vanguard Short Term Treasury Etf Etf (VGSH)
Invesco Qqq Etf Etf (QQQ)
Amazon (AMZN)
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares Short Treasury Bond Etf Etf (SHV)
Berkshire Hathaway (BRK.B)
Alphabet Inc Class C cs (GOOG)
Visa (V)
Stryker Corporation (SYK)

View all positions for Winch Advisory Services

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