Strategic Wealth Designers
CIK
0001802365
City
Louisville
State / Country
KY
Holdings in GLTR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,492,077 | 12,121 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $3,985,855 | 24,091 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $180,423 | 1,306 | Shares | Sole | 2025-08-14 |
| 2024-12-31 | $2,434,266 | 22,170 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $2,607,935 | 23,020 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $3,997,374 | 38,817 | Shares | Sole | 2024-08-13 |
| 2023-12-31 | $3,308,212 | 36,346 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $2,903,932 | 34,509 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $2,929,885 | 33,770 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $2,890,718 | 31,693 | Principal | Sole | 2023-04-24 |
| 2022-12-31 | $2,413,225 | 27,045 | Shares | Sole | 2023-01-27 |
| 2022-09-30 | $1,770,824 | 21,827 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $1,759,675 | 20,622 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $2,191,776 | 22,812 | Shares | Sole | 2022-04-26 |
| 2021-12-31 | $1,766,279 | 19,746 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $1,507,948 | 17,441 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,402,479 | 14,541 | Shares | Sole | 2021-07-16 |
| 2021-03-31 | $1,066,168 | 11,505 | Shares | Sole | 2021-04-22 |
| 2020-09-30 | $708,646 | 7,542 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $480,297 | 5,750 | Shares | Sole | 2020-07-13 |