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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
2024-03-31 $2.0M 8.0k 255.78
2023-12-31 $2.9M 13k 227.43
2023-09-30 $2.6M 13k 201.76

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Cdw

Vanguard Group
Select Equity
Alliancebernstein
Wellington Management Company
Mawer Investment Management
Amundi
Neuberger Berman Group
Cantillon Capital Mgnt
Jpmorgan Chase & Co
Mitsubishi UFJ Asset Management
Fenimore Asset Management
Dimensional Fund Advisors
Barclays
Bank of New York Mellon
Legal & General Group

View all funds holding Cdw