Dow shares owned by ValMark Advisers
Historical chart of ValMark Advisers investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dow by ValMark Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $215k | 3.7k | 57.93 |
2023-12-31 | $203k | 3.7k | 54.84 |
2023-06-30 | $201k | 3.8k | 53.26 |
2023-03-31 | $206k | 3.8k | 54.82 |