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Dollar General shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Dollar General (DG) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Dollar General

Tip: Access up to 7 years of quarterly data

All positions including Dollar General held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar General by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 13k 84.57
2024-03-31 $1.5M 11k 140.95

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Dollar General

Vanguard Group
T. Rowe Price Associates
BlackRock
BlackRock
Capital Research and Management Company - Division 3
Pzena Investment Management
State Street Corporation
Capital World Investors
Geode Capital Management
Morgan Stanley
Longview Partners
Susquehanna International
Invesco
Baupost Group
Citadel Advisors

View all funds holding Dollar General