CWM Advisors »

Meta Financial shares owned by CWM Advisors

Quarter-by-quarter ownership of Meta Financial (CASH) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Meta Financial

Tip: Access up to 7 years of quarterly data

All positions including Meta Financial held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Meta Financial by CWM Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $816k 11k 73.58
2023-12-31 $770k 15k 52.93

More positions owned by CWM Advisors

Caterpillar (CAT)
Arista Networks Com Shs (ANET)
Amphenol Corp Cl A (APH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Kla Corp Com New (KLAC)
Interactive Brokers Group In Com Cl A (IBKR)
Progressive Corporation (PGR)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Welltower Inc Com reit (WELL)
Applovin Corp Com Cl A (APP)
Prologis (PLD)
Parker-Hannifin Corporation (PH)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for CWM Advisors

Top funds holding Meta Financial

BlackRock
FMR
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Geode Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Neumeier Poma Investment Counsel
Mawer Investment Management
Charles Schwab Investment Management
Northern Trust
Nuveen
Invesco

View all funds holding Meta Financial