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Dow shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in Dow

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dow by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $17k 316 54.84
2023-09-30 $103 2 51.50
2022-03-31 $25k 386 64.77

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Etf Ser Solutions Clearshs Ultra (OPER)
Listed Fd Tr Swan Hedged Eqty (HEGD)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr Cre U S Reit Etf (USRT)
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Ishares Tr Short Treas Bd (SHV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Meta Platforms Cl A (META)

View all positions for Spartan Planning & Wealth Management

Top funds holding Dow

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

View all funds holding Dow