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Dow shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures Wealth Management investment in Dow

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dow by Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $850k 16k 52.01
2024-03-31 $877k 17k 52.96

More positions owned by Bright Futures Wealth Management

Apple (AAPL)
Amazon (AMZN)
Spdr Ser Tr S&p Regl Bkg (KRE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Pacer Us Small (CALF)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Blackstone Mtg Tr Com Cl A (BXMT)
Fidelity Covington Trust High Divid Etf (FDVV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchange Traded Nasdq Cln Edge (GRID)

View all positions for Bright Futures 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
Capital World Investors
UBS Group
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Invesco
Bank of America Corporation
Bank of New York Mellon

View all funds holding Dow