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Cadiz shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Cadiz (CDZI) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Cadiz

Tip: Access up to 7 years of quarterly data

All positions including Cadiz held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cadiz by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $350 125 2.80
2023-09-30 $414 125 3.31
2023-06-30 $508 125 4.06

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Cadiz

B. Riley Asset Management
Vanguard Group
Capstone Investment Advisors
Legal & General Group
B. Riley Financial
Levin Capital Strategies
Equitec Proprietary Markets
Ingalls & Snyder
Delta Investment Management
Charles Schwab Investment Management
Bank of New York Mellon
Royce & Associates
Bank of America Corporation
Goldman Sachs Group
HCR Wealth Advisors

View all funds holding Cadiz