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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
2023-12-31 $23k 1.5k 14.83
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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Top funds holding Swan Defined Risk I sdrix

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