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Meta Financial shares owned by CWM Advisors

Quarter-by-quarter ownership of Meta Financial (CASH) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Meta Financial

Tip: Access up to 7 years of quarterly data

All positions including Meta Financial held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Meta Financial by CWM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $770k 15k 52.93

More positions owned by CWM Advisors

Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Caterpillar (CAT)
Servicenow (NOW)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
Prologis (PLD)
Intuitive Surgical Com New (ISRG)
Stryker Corporation (SYK)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Progressive Corporation (PGR)
Synopsys (SNPS)
Arista Networks (ANET)
Amphenol Corp Cl A (APH)
Kla Corp Com New (KLAC)

View all positions for CWM Advisors

Top funds holding Meta Financial

Vanguard Group
Goldman Sachs Group
Dimensional Fund Advisors
Nantahala Capital Management
Jpmorgan Chase & Co
Wealth Enhancement Advisory Services
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Phocas Financial
Grizzlyrock Capital
Jupiter Asset Management
Orchard Capital Managment
PanAgora Asset Management
Principal Financial Group

View all funds holding Meta Financial