Who owns Polen Growth Fund - Ins?
- Ticker: POLIX
- CUSIP Number: 360873657
Tip: Access positions for across all investors
Analyze quarterly positions in Polen Growth Fund - Ins with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Polen Growth Fund - Ins this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Encompass Wealth Advisors | 19k | $881k | 0% | Sep 2024 |
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Eagle Bay Advisors | 313.00 | $15k | 100% | Sep 2024 |
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Tucker Asset Management | 59.00 | $2.7k | 100% | Jun 2024 |
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Who sold out of Polen Growth Fund - Ins?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
ORG Partners | Jun 2024 | 69k | $3.2M |