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Cdw shares owned by Insight Wealth Strategies

Quarter-by-quarter ownership of Cdw (CDW) shares owned by Insight Wealth Strategies from 13F filings

Historical chart of Insight Wealth Strategies investment in Cdw

Tip: Access up to 7 years of quarterly data

All positions including Cdw held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cdw by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 20k 174.04
2024-09-30 $4.0M 18k 226.31
2024-06-30 $3.8M 17k 223.83
2024-03-31 $3.9M 15k 255.78

More positions owned by Insight Wealth Strategies

Ishares Tr Msci Usa Min Vol (USMV)
Chevron Corporation (CVX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Insight Wealth Strategies

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