CWM »

Ofs Capital shares owned by CWM

Quarter-by-quarter ownership of Ofs Capital (OFS) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ofs Capital

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ofs Capital by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0k 100 10.00
2024-06-30 $1.0k 100 10.00
2024-03-31 $1.0k 100 10.00

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)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Ofs Capital

International Assets Investment Management
Advisors Asset Management
Morgan Stanley
Two Sigma Advisers
Confluence Investment Management
Two Sigma Investments
Arkadios Wealth Advisors
Acadian Asset Management
Trexquant Investment
BlackRock
Connor, Clark & Lunn Investment Management
LPL Financial
O'shaughnessy Asset Management
SOA Wealth Advisors
Citadel Advisors

View all funds holding Ofs Capital