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Custom Truck One shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth Advisors investment in Custom Truck One

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Custom Truck One by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $216k 35k 6.18
2023-09-30 $217k 35k 6.20
2023-06-30 $236k 35k 6.74
2023-03-31 $238k 35k 6.80

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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