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Swan Defined Risk Growth CL I MF
Q1 2023 vs Q2 2023
Comparing institutional holders between quarters
Quarters
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Compare
Detailed
Historical
Funds
Options
Short Interest
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 2023 shares — high to low
Q2 2023 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2023 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
15
from 14
Change
+1
(+7%)
Value
$4.6K
(+$4.4K)
Filed 2023-08-09
Institution
Status
Q2 2023 ↓
Q1 2023
Change
% Change
Q1 2023 Value
Q2 2023 Value
Value Change
Filed
Financial Gravity Wealth, Inc.
INCREASED
15
14
+1
+7%
$182
$4.6K
+$4.4K
2023-08-09
Showing 1 of 1 institutions