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Cadiz shares owned by Evoke Wealth

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

Historical chart of Evoke Wealth investment in Cadiz

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

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Quarterly reported holdings in Cadiz by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $120k 43k 2.80
2023-09-30 $142k 43k 3.31
2023-06-30 $277k 68k 4.06
2023-03-31 $254k 63k 4.04
2022-12-31 $49k 20k 2.50

More positions owned by Evoke Wealth

Vanguard Specialized Funds Div App Etf (VIG)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Etf (ACWI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Evoke Wealth

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