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Ss&c Technologies Holding shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Ss&c Technologies Holding (SSNC) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Ss&c Technologies Holding

Tip: Access up to 7 years of quarterly data

All positions including Ss&c Technologies Holding held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ss&c Technologies Holding by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $252k 4.0k 62.72
2023-06-30 $230k 4.0k 57.25
2023-03-31 $1.1M 20k 54.98

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 Ss&c Technologies Holding

BlackRock
Vanguard Group
Henderson Group
Pzena Investment Management
Diamond Hill Capital Management
Cantillon Capital Mgnt
Durable Capital Partners
Franklin Resources
T. Rowe Price Associates
FMR
Geode Capital Management
Citadel Advisors
Dimensional Fund Advisors
Millennium Management
Vulcan Value Partners

View all funds holding Ss&c Technologies Holding