Capital Group Divid Value Etf Shs Creation Unit shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Capital Group Divid Value Etf Shs Creation Unit
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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.6M | 208k | 36.44 |
| 2024-06-30 | $7.2M | 219k | 33.00 |
| 2024-03-31 | $7.1M | 218k | 32.50 |
| 2023-12-31 | $1.7M | 56k | 29.84 |
| 2023-09-30 | $207k | 7.8k | 26.47 |
| 2023-06-30 | $191k | 7.1k | 27.04 |
| 2023-03-31 | $153k | 6.1k | 24.94 |
| 2022-12-31 | $144k | 6.1k | 23.59 |
| 2022-09-30 | $127k | 6.2k | 20.42 |
| 2022-06-30 | $40k | 1.8k | 22.32 |
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