D Ishares Tr option shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of D Ishares Tr option shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in D Ishares Tr option
Tip: Access up to 7 years of quarterly data
All positions including D Ishares Tr option held by Swan Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in D Ishares Tr option by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.0M | 10k | 100.00 |
| 2023-09-30 | $492k | 5.1k | 96.53 |
| 2023-06-30 | $504k | 4.8k | 105.00 |
| 2023-03-31 | $504k | 4.8k | 105.00 |
| 2022-12-31 | $378k | 3.6k | 105.00 |
| 2022-09-30 | $288k | 2.4k | 120.00 |
| 2022-06-30 | $1.5M | 12k | 120.91 |
| 2022-03-31 | $1.7M | 12k | 145.04 |
| 2021-12-31 | $1.7M | 12k | 145.04 |
| 2021-09-30 | $2.7M | 19k | 143.12 |
| 2021-06-30 | $2.6M | 19k | 140.05 |
| 2021-03-31 | $2.5M | 19k | 134.52 |
| 2020-12-31 | $2.6M | 17k | 150.52 |
| 2020-09-30 | $2.6M | 17k | 149.31 |
| 2020-06-30 | $2.6M | 17k | 149.31 |
| 2020-03-31 | $2.7M | 19k | 138.65 |
| 2019-12-31 | $2.7M | 20k | 132.51 |
| 2019-09-30 | $3.0M | 23k | 132.81 |
| 2019-06-30 | $2.8M | 25k | 113.35 |
| 2019-03-31 | $2.5M | 20k | 121.72 |
| 2018-12-31 | $2.8M | 25k | 113.35 |