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I3 Verticals shares owned by CWM

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by CWM from 13F filings

Historical chart of CWM investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in I3 Verticals by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0k 145 20.69

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding I3 Verticals

Geneva Capital Management
Vanguard Group
Crosslink Capital
Millennium Management
Voss Capital
Royal Bank of Canada
Heartland Advisors
Dimensional Fund Advisors
Bank Of Montreal
Assenagon Asset Management
EverSource Wealth Advisors
Portolan Capital Management
Russell Investments
B. Riley Asset Management
Goldman Sachs Group

View all funds holding I3 Verticals