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Capital Group Divid Value Etf Shs Creation Unit shares owned by Obsidian Personal Planning Solutions

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

Historical chart of Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $292k 9.2k 31.73

More positions owned by Obsidian Personal Planning Solutions

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

View all positions for Obsidian Personal Planning Solutions

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