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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

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
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

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

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

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