Polen Growth Fund-InvPOLRX
13F holders, Q1 2024 (March 31)1holders
$44.21avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Polen Growth Fund-Inv (POLRX) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($674K).
- Company
- Polen Growth Fund-Inv
- CUSIP
- 360873665
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.18% | Reduce -1.0% | 15,250 | $674K |
"% of holder's portfolio" is POLRX's weight in each manager's 13F, not the share of Polen Growth Fund-Inv the manager owns.