IFP Advisors, Inc
Holdings in SWIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $949,413 | 149,514 | Shares | Sole | 2026-02-06 |
| 2025-06-30 | $944,310 | 148,011 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $953,626 | 148,309 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $41 | 6 | Shares | Sole | 2025-02-04 |