Portland SWR-B-Ref (or Porutl 3 06/01/2030)
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$0.95avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Portland SWR-B-Ref (or Porutl 3 06/01/2030) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Encompass Wealth Advisors, LLC ($9K).
- Company
- Portland SWR-B-Ref (or Porutl 3 06/01/2030)
- CUSIP
- 736742XK8
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.00% | No change | 10,000 | $9K |
"% of holder's portfolio" is PORTLAND SWR-B-REF (OR PORUTL 3 06/01/2030)'s weight in each manager's 13F, not the share of Portland SWR-B-Ref (or Porutl 3 06/01/2030) the manager owns.