Security Details
| Security Name: | SWP GROWTH & INCOME ETF |
|---|---|
| Ticker: | SWP |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 56170L612 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-09-30 | $0.08B | - | 3 | - |
| 2024-12-31 | $0.09B | +6.1% | 3 | 0.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| STRATEGIC WEALTH PARTNERS, LTD. | $85.6M | 3,228K | 7.1% |
| UBS GROUP AG | $0.0M | 1K | 0.0% |
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