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Capital Group Divid Value Etf Shs Creation Unit shares owned by Stokes Family Office

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

Historical chart of Stokes Family Office 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 Stokes Family Office 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 Stokes Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $838k 26k 32.50
2023-12-31 $770k 26k 29.84
2023-09-30 $677k 26k 26.47

More positions owned by Stokes Family Office

Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p 500 Val Etf (IVE)
Ea Series Trust Us Quan Momentum (QMOM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Stokes Family Office

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