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Cdw shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Cdw (CDW) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Cdw

Tip: Access up to 7 years of quarterly data

All positions including Cdw held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cdw by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $228k 1.0k 223.84
2024-03-31 $261k 1.0k 255.78
2023-12-31 $232k 1.0k 227.32

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

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