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DV shares owned by Insight Wealth Strategies

Quarter-by-quarter ownership of DV (DV) shares owned by Insight Wealth Strategies from 13F filings

Historical chart of Insight Wealth Strategies investment in DV

Tip: Access up to 7 years of quarterly data

All positions including DV held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DV by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 62k 35.16
2023-12-31 $2.2M 61k 36.78
2023-09-30 $443k 16k 27.95
2023-06-30 $552k 14k 38.92
2023-03-31 $429k 14k 30.15
2022-12-31 $286k 13k 21.96

More positions owned by Insight Wealth Strategies

Ishares Tr Pfd And Incm Sec (PFF)
Chevron Corporation (CVX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Min Vol (USMV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Insight Wealth Strategies

Top funds holding DV

Providence Equity Partners
Vanguard Group
Congress Asset Management
Bank of New York Mellon
Geneva Capital Management
Wellington Management Company
Riverbrige Partners
Van Berkom & Associates
Zevenbergen Capital Investments
Principal Financial Group
Eventide Asset Management
Chicago Capital
Massachusetts Financial Services
Dimensional Fund Advisors
Norges Bank Investment Management

View all funds holding DV