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
2024-03-31 $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)
iShares Russell Top 200 Growth ETF Etf (IWY)
Procter & Gamble Stock (PG)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
iShares Core Dividend Growth ETF Etf (DGRO)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares Russell Top 200 Value ETF Etf (IWX)
iShares Core US Aggregate Bond ETF Etf (AGG)
iShares Core Total USD Bond Market ETF Etf (IUSB)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard Mega Cap Value ETF Etf (MGV)
Oracle Corp Stock (ORCL)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)

View all positions for 9258 Wealth Management

Top funds holding Dex

Vanguard Group
Baillie Gifford & Co
Artisan Partners Limited Partnership
Jpmorgan Chase & Co
T. Rowe Price Associates
Bank of America Corporation
William Blair $ Company
Ubs Global Asset Management Americas
Norges Bank Investment Management
Citadel Advisors
Bank of New York Mellon
Wellington Management Company
Legal & General Group
Goldman Sachs Group
Amundi

View all funds holding Dex