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Swan Defined Risk I
Q1 2024 vs Q2 2024
Comparing institutional holders between quarters
Quarters
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
All
Compare
Detailed
Historical
Funds
Options
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
1
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q2 2024 shares — high to low
Q2 2024 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2024 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Financial Gravity Wealth, Inc.
INCREASED
Shares
3,311
from 479
Change
+2,832
(+591%)
Value
$49.5K
(+$42.4K)
Filed 2024-08-06
Institution
Status
Q2 2024 ↓
Q1 2024
Change
% Change
Q1 2024 Value
Q2 2024 Value
Value Change
Filed
Financial Gravity Wealth, Inc.
INCREASED
3,311
479
+2,832
+591%
$7.1K
$49.5K
+$42.4K
2024-08-06
Showing 1 of 1 institutions