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Goosehead Ins shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Goosehead Ins (GSHD) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Goosehead Ins

Tip: Access up to 7 years of quarterly data

All positions including Goosehead Ins held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goosehead Ins by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 3.7k 61.01
2023-03-31 $1.3M 25k 53.73

More positions owned by Cm Wealth Advisors

iShares S&P 100 Index (OEF)
SPDR Dow Jones Industrial Average ETF (DIA)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Dividend Appreciation ETF (VIG)
iShares Russell 1000 Index (IWB)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 2000 Value Index (IWN)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Invesco S&p 500 Equal Weight Etf (RSP)
Alphabet Inc Class A cs (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Goosehead Ins

BlackRock
Vanguard Group
Daniel D. Thurber
Df Dent & Co
Owls Nest Partners IA
Loomis, Sayles and
Geode Capital Management
T. Rowe Price Investment Management
Balyasny Asset Management
Goldman Sachs Group
3G Capital Partners
Riverbrige Partners
Dimensional Fund Advisors
American Century Companies
Nuveen Asset Management

View all funds holding Goosehead Ins