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

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

Historical chart of Affiance Financial 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 Affiance Financial 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 Affiance Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 85k 32.50
2023-12-31 $2.7M 90k 29.84
2023-09-30 $1.6M 60k 26.47
2023-06-30 $1.4M 53k 27.04
2023-03-31 $1.1M 43k 24.94
2022-12-31 $45k 1.9k 23.59

More positions owned by Affiance Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)

View all positions for Affiance Financial

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Wells Fargo & Company
Bank of America Corporation
Raymond James & Associates
Commonwealth Equity Services
Cetera Investment Advisers
Confluence Wealth Services
Advisor Group Holdings
UBS Group
Cambridge Investment Research Advisors
Royal Bank of Canada
Johnson Bixby & Associates

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