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Crowdstrike Hldgs Inc cl a shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Crowdstrike Hldgs Inc cl a (CRWD) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Crowdstrike Hldgs Inc cl a

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All positions including Crowdstrike Hldgs Inc cl a held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Crowdstrike Hldgs Inc cl a by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $411k 1.3k 312.55
2023-06-30 $308k 2.0k 155.60
2023-03-31 $1.0M 8.4k 124.12

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SPDR Dow Jones Industrial Average ETF (DIA)
Vanguard S&p 500 Etf idx (VOO)
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iShares Russell 1000 Index (IWB)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 2000 Value Index (IWN)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
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iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Invesco S&p 500 Equal Weight Etf (RSP)
Alphabet Inc Class A cs (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Crowdstrike Hldgs Inc cl a

BlackRock
Vanguard Group
Susquehanna International
Morgan Stanley
Jennison Associates
Citadel Advisors
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Investment Management
FMR
D. E. Shaw & Co
Jane Street
ClearBridge Advisors
Alliancebernstein
Bank of America Corporation

View all funds holding Crowdstrike Hldgs Inc cl a