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Dow shares owned by Allen Wealth Management

Quarter-by-quarter ownership of Dow (DOW) shares owned by Allen Wealth Management from 13F filings

Historical chart of Allen Wealth Management investment in Dow

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All positions including Dow held by Allen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Allen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 36k 54.63
2024-06-30 $1.9M 36k 53.05
2024-03-31 $2.2M 38k 57.93

More positions owned by Allen Wealth Management

Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Alps Etf Tr Alerian Mlp (AMLP)
Vanguard World Energy Etf (VDE)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Lockheed Martin Corporation (LMT)
Cisco Systems (CSCO)
Pfizer (PFE)
Merck & Co (MRK)
Apple (AAPL)
Public Storage (PSA)
Dow (DOW)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Citigroup Com New (C)

View all positions for Allen Wealth Management

Top funds holding Dow

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Dimensional Fund Advisors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Invesco
Bank of New York Mellon
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Charles Schwab Investment Management
Goldman Sachs Group

View all funds holding Dow