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Dow shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Dow

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

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Quarterly reported holdings in Dow by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $227k 4.1k 54.84
2023-09-30 $3.9M 76k 51.56
2023-06-30 $3.9M 74k 53.26

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Dow

Vanguard Group
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Norges Bank Investment Management
Pacer Advisors
Bank of New York Mellon
Bank of America Corporation
Legal & General Group
State Farm Mutual Automobile Insurance Company
Barclays
Goldman Sachs Group
Charles Schwab Investment Management
Wells Fargo & Company

View all funds holding Dow