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Cdw shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in Cdw

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cdw by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $460k 1.8k 255.85
2023-12-31 $720k 3.2k 227.28

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

Top funds holding Cdw

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

View all funds holding Cdw