CWM »

Custom Truck One shares owned by CWM

Quarter-by-quarter ownership of Custom Truck One (CTOS) shares owned by CWM from 13F filings

Historical chart of CWM investment in Custom Truck One

Tip: Access up to 7 years of quarterly data

All positions including Custom Truck One held by CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Custom Truck One by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 55 0.00
2023-09-30 $2.0k 357 5.60
2023-06-30 $2.0k 357 5.60

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Custom Truck One

Platinum Equity Advisors
Federated Investors
Canvas Wealth Advisors
Vanguard Group
Alyeska Investment Group
Gilder, Gagnon, Howe & Co
ClearBridge Advisors
Mirae Asset Global Investments
Allspring Global Investments Holdings
R.P. Boggs & Co. Wealth Mangement
Dimensional Fund Advisors
Portolan Capital Management
Arrowpoint Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding Custom Truck One