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Etf Ser Solutions us diversified shares owned by CWM

Quarter-by-quarter ownership of Etf Ser Solutions us diversified (PPTY) shares owned by CWM from 13F filings

Historical chart of CWM investment in Etf Ser Solutions us diversified

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions us diversified held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions us diversified by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0k 89 33.71
2023-12-31 $3.0k 89 33.71
2023-09-30 $20k 731 27.36
2023-06-30 $23k 801 28.71
2023-03-31 $21k 728 28.85

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 Etf Ser Solutions us diversified

Ronald Blue Trust
TAP Consulting
Vident Advisory
Citadel Advisors
Firestone Capital Management
Walkner Condon Financial Advisors
OneAscent Financial Services
WorthPointe
Focus Financial Network
Focus Financial Network
Financial Counselors
Appleton Partners
HighTower Advisors
Proequities
Royal Bank of Canada

View all funds holding Etf Ser Solutions us diversified