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Discover Financial Services shares owned by Gratus Wealth Advisors

Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by Gratus Wealth Advisors from 13F filings

Historical chart of Gratus Wealth Advisors investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by Gratus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Discover Financial Services by Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $830k 5.8k 144.06
2024-06-30 $817k 5.8k 141.77
2024-03-31 $745k 6.0k 124.27
2023-12-31 $696k 6.2k 112.40

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ibonds Dec24 Etf
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Nas100 Eq Weighted SHS (QQEW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Gratus Wealth Advisors

Top funds holding Discover Financial Services

Vanguard Group
Capital World Investors
BlackRock
State Street Corporation
FMR
Geode Capital Management
Robeco Investment Management
Balyasny Asset Management
Dimensional Fund Advisors
Brave Warrior Advisors
Sessa Capital IM
Northern Trust
Millennium Management
Invesco
Arrowstreet Capital, Limited Partnership

View all funds holding Discover Financial Services