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Dow shares owned by C2C Wealth Management

Quarter-by-quarter ownership of Dow (DOW) shares owned by C2C Wealth Management from 13F filings

Historical chart of C2C Wealth Management investment in Dow

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All positions including Dow held by C2C Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by C2C Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $789k 16k 51.05
2023-06-30 $813k 16k 52.60
2023-03-31 $908k 16k 56.87

More positions owned by C2C Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Chevron Corporation (CVX)
Cohen & Steers infrastucture Fund (UTF)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Technology (XLK)
International Business Machines (IBM)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Enterprise Products Partners (EPD)

View all positions for C2C Wealth Management

Top funds holding Dow

Vanguard Group
Jpmorgan Chase & Co
Pzena Investment Management
Dimensional Fund Advisors
UBS Group
Norges Bank Investment Management
Susquehanna International
Pacer Advisors
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
State Farm Mutual Automobile Insurance Company
Barclays
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Dow