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Cdw shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Cdw (CDW) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Cdw

Tip: Access up to 7 years of quarterly data

All positions including Cdw held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cdw by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 8.3k 226.31
2024-06-30 $2.0M 8.0k 255.78
2024-03-31 $2.0M 8.0k 255.78
2023-12-31 $2.9M 13k 227.43
2023-09-30 $2.6M 13k 201.76

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Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Cdw

Vanguard Group
BlackRock
State Street Corporation
Select Equity
Geode Capital Management
FMR
Mawer Investment Management
Amundi
Longview Partners
Alliancebernstein
Neuberger Berman Group
Wellington Management Company
Invesco
Massachusetts Financial Services
Henderson Group

View all funds holding Cdw