Swan Defined Risk-ISDRIX
13F holders, Q1 2024 (March 31)1holders
$14.80avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Swan Defined Risk-I (SDRIX) in their 13F filings. The largest holder was Financial Gravity Asset Management, Inc. ($7K).
- Company
- Swan Defined Risk-I
- CUSIP
- 66538E606
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 1 holders
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -84.5% | 479 | $7K |
"% of holder's portfolio" is SDRIX's weight in each manager's 13F, not the share of Swan Defined Risk-I the manager owns.