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Capital Southwest Corporation shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $224k 9.5k 23.70

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Punch & Associates Investment Management
Sanders Morris Harris
Asset Management Investors
Sound Income Strategies
Beacon Pointe Advisors
Two Sigma Investments
Melia Wealth
Two Sigma Advisers
Legal & General Group
Tectonic Advisors
Hennion & Walsh Asset Management
Grace & White
Citadel Advisors
Advisors Asset Management

View all funds holding Capital Southwest Corporation