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Dow shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in Dow

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dow by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $17k 316 54.84
2023-09-30 $103 2 51.50
2022-03-31 $25k 386 64.77

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & 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