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Dodds Wealth, LLC → BWIN

Dodds Wealth, LLC BWIN Position History

The Baldwin Insurance Group, Inc. • Financial Services

Quarters held
1
Latest value
$502K
Q3 2026
Peak value
$502K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$502K15.8K——

Other funds holding BWIN

Other Dodds Wealth, LLC positions

VGES

VANGUARD SCOTTSDALE FDS

$58.8M
STT-PG

SPDR SERIES TRUST

$58.4M
VGES

VANGUARD SCOTTSDALE FDS

$56.7M
STT-PG

SPDR SERIES TRUST

$56.2M
STT-PG

SPDR SERIES TRUST

$55.4M
VGES

VANGUARD SCOTTSDALE FDS

$54.6M
VGES

VANGUARD SCOTTSDALE FDS

$54.4M
VGES

VANGUARD INDEX FDS

$53.8M
Dodds Wealth, LLC BWIN Holdings: 13F Position History | Track13F