Strategic Wealth Partners, Ltd.
Position in SWP — SWP Growth & Income ETF
CIK 1720777
INDEPENDENCE, OH
All Filings in SWP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SWP | $128,158,507 | 4,817,989 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 SWP | $131,308,082 | 4,726,883 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 SWP | $96,032,003 | 3,469,615 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SWP | $87,100,364 | 3,342,301 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 SWP | $81,270,003 | 3,228,844 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SWP | $80,483,877 | 3,203,976 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||