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Eaton shares owned by Elmwood Wealth Management

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Elmwood Wealth Management from 13F filings

Historical chart of Elmwood Wealth Management investment in Eaton

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

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Quarterly reported holdings in Eaton by Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $753k 2.3k 331.87
2024-09-30 $751k 2.3k 331.44
2020-03-31 $799 10 79.90
2018-06-30 $747 10 74.70
2018-03-31 $799 10 79.90

More positions owned by Elmwood Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX)

View all positions for Elmwood Wealth Management

Top funds holding Eaton

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
FMR
Bank of America Corporation
Morgan Stanley
Massachusetts Financial Services
Geode Capital Management
Raymond James Financial
Nuveen Asset Management
Northern Trust
Norges Bank Investment Management
Coatue Management
Jennison Associates

View all funds holding Eaton