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Clii shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Clii (EVGO) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Clii

Tip: Access up to 7 years of quarterly data

All positions including Clii held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clii by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $76k 30k 2.51
2023-12-31 $129k 36k 3.58
2023-09-30 $134k 40k 3.38
2023-06-30 $155k 39k 4.00
2023-03-31 $277k 36k 7.79
2022-12-31 $120k 27k 4.47

More positions owned by Capital Advisors Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Inf Tech Etf (VGT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth Management

Top funds holding Clii

Vanguard Group
Wellington Management Company
Susquehanna International
Millennium Management
Citadel Advisors
Marshall Wace
Goldman Sachs Group
Wells Fargo & Company
OZ Management
Bank of New York Mellon
Davy Asset Management
Allianz Asset Management
ALPS Advisors
Jane Street
UBS Group

View all funds holding Clii