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Cdw shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Cdw

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cdw by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 10k 226.30
2024-03-31 $2.2M 9.7k 222.46

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Cdw

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Select Equity
Geode Capital Management
Mawer Investment Management
Alliancebernstein
Amundi
Longview Partners
Neuberger Berman Group
Invesco
Massachusetts Financial Services
Mitsubishi UFJ Asset Management

View all funds holding Cdw