Portland SWR-B (or Porutl 3 10/01/2028)

13F holders, Q1 2024 (March 31)
1holders
$0.99avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Portland SWR-B (or Porutl 3 10/01/2028) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($25K).

Company
Portland SWR-B (or Porutl 3 10/01/2028)
CUSIP
736742VT1
Latest filing quarter
Q3 2024

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

Encompass Wealth Advisors, LLC 0.01% No change 25,000 $25K

"% of holder's portfolio" is PORTLAND SWR-B (OR PORUTL 3 10/01/2028)'s weight in each manager's 13F, not the share of Portland SWR-B (or Porutl 3 10/01/2028) the manager owns.