Clientfirst Wealth Management, LLC
Holdings in DDS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $65,545,960 | 108,101 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $66,425,902 | 108,101 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $45,243,468 | 108,282 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $40,540,674 | 113,201 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $48,873,399 | 113,201 | Shares | Sole | 2025-01-28 |
| 2023-09-30 | $49,102,459 | 148,431 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $51,262,503 | 157,112 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $48,340,220 | 157,112 | Shares | Sole | 2023-04-21 |
| 2022-12-31 | $51,489,638 | 159,312 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $43,523,494 | 159,567 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $35,504,491 | 160,967 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $72,108,341 | 268,670 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $65,829,523 | 268,670 | Shares | Sole | 2022-04-01 |