9258 Wealth Management »

Dex shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of Dex (DXCM) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 Wealth Management investment in Dex

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All positions including Dex held by 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dex by 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 3.1k 67.04
2024-06-30 $514k 4.5k 113.38
2024-03-31 $573k 4.1k 138.70
2023-12-31 $286k 2.3k 124.09
2021-09-30 $221k 404 547.03

More positions owned by 9258 Wealth Management

NVIDIA Corp Stock (NVDA)
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)
Apple Stock (AAPL)
iShares Russell Top 200 Growth ETF Etf (IWY)
Procter & Gamble Stock (PG)
Microsoft Corp Stock (MSFT)
iShares Core Dividend Growth ETF Etf (DGRO)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares Russell Top 200 Value ETF Etf (IWX)
Oracle Corp Stock (ORCL)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Total International Stock ETF Etf (VXUS)
iShares Core Total USD Bond Market ETF Etf (IUSB)
Vanguard Mega Cap Value ETF Etf (MGV)
Cincinnati Financial Corp Stock (CINF)

View all positions for 9258 Wealth Management

Top funds holding Dex

Vanguard Group
BlackRock
BlackRock
Capital Research Global Investors
State Street Corporation
Baillie Gifford & Co
Sands Capital Management
Geode Capital Management
Capital World Investors
Jennison Associates
Nuveen Asset Management
Morgan Stanley
Jpmorgan Chase & Co
Invesco
Bank of New York Mellon

View all funds holding Dex