Outlook Wealth Advisors »

Dow shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dow by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 4.4k 54.63
2024-06-30 $232k 4.4k 53.05
2024-03-31 $254k 4.4k 57.93
2023-12-31 $260k 4.7k 54.84

More positions owned by Outlook Wealth Advisors

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Allianzim Us Lrg (AUGW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Stewart Information Services Corporation (STC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

Top funds holding Dow

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Invesco
Dimensional Fund Advisors
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Bank of America Corporation
Bank of New York Mellon

View all funds holding Dow