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Visa shares owned by Daner Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Daner Wealth Management from 13F filings

Historical chart of Daner Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Visa by Daner Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 604 341.89
2025-06-30 $203k 604 336.74

More positions owned by Daner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Actively Managed Exc Total Return (GTO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Daner Wealth Management

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
UBS Group

View all funds holding Visa