Polen Growth Fund-InstPOLIX
13F holders, Q1 2024 (March 31)1holders
$45.86avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Polen Growth Fund-Inst (POLIX) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($1.1M).
- Company
- Polen Growth Fund-Inst
- CUSIP
- 360873657
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $2.8M |
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.28% | No change | 23,032 | $1.1M |
"% of holder's portfolio" is POLIX's weight in each manager's 13F, not the share of Polen Growth Fund-Inst the manager owns.