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CVS Caremark Corporation shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of CVS Caremark Corporation (CVS) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in CVS Caremark Corporation

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All positions including CVS Caremark Corporation held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CVS Caremark Corporation by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 532 62.88
2024-03-31 $47k 586 79.76
2023-12-31 $54k 681 78.96

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding CVS Caremark Corporation

Vanguard Group
BlackRock
BlackRock
Dodge & Cox
State Street Corporation
Capital World Investors
Geode Capital Management
Capital Research and Management Company - Division 3
Morgan Stanley
Bank of America Corporation
Invesco
Pzena Investment Management
Franklin Resources
Jpmorgan Chase & Co
Citadel Advisors

View all funds holding CVS Caremark Corporation