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Swan Defined Risk I sdrix shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Swan Defined Risk I sdrix (SDRIX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Swan Defined Risk I sdrix

Tip: Access up to 7 years of quarterly data

All positions including Swan Defined Risk I sdrix held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swan Defined Risk I sdrix by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $50k 3.3k 14.95
2024-03-31 $7.1k 479 14.80
2023-12-31 $22k 1.6k 14.05
2023-09-30 $23k 1.5k 14.83
2023-06-30 $2.5M 15 168342.67
2023-03-31 $23k 14 1609.50
2022-12-31 $2.4M 14 170681.50
2022-09-30 $2.4k 78 30.38
2022-06-30 $2.7k 84 31.57
2022-03-31 $3.1k 96 32.13
2021-12-31 $6.7k 192 35.00
2021-09-30 $14 2.8k 0.01
2021-06-30 $14 2.8k 0.01

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Wisdomtree Tr Uit Exchange Traded (EPS)
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Spdr Ser Tr Uit Exchange Traded (SPIB)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)
Spdr Ser Tr Uit Exchange Traded (SPYV)

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