Swiss Life Asset Management Ltd
Holdings in WFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,256,727 | 20,565 | Shares | Defined | 2026-02-04 |
| 2025-09-30 | $1,629,751 | 23,974 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $2,227,220 | 30,385 | Shares | Defined | 2025-12-02 |
| 2025-03-31 | $1,942,888 | 25,252 | Shares | Defined | 2025-12-02 |
| 2024-12-31 | $2,043,185 | 23,607 | Shares | Sole | 2025-12-09 |
| 2024-09-30 | $1,745,275 | 17,926 | Shares | Sole | 2025-12-09 |
| 2023-12-31 | $10,319,150 | 120,579 | Shares | Defined | 2025-12-09 |
| 2023-09-30 | $8,746,800 | 120,579 | Shares | Defined | 2025-12-09 |
| 2023-06-30 | $10,165,845 | 118,235 | Shares | Defined | 2025-12-09 |
| 2023-03-31 | $6,226,091 | 87,396 | Shares | Defined | 2025-12-09 |
| 2022-12-31 | $5,855,200 | 80,996 | Shares | Defined | 2025-12-09 |
| 2022-09-30 | $3,812,974 | 52,600 | Shares | Defined | 2025-12-09 |
| 2022-06-30 | $3,821,154 | 49,800 | Shares | Defined | 2025-12-09 |
| 2022-03-31 | $1,552,074 | 18,829 | Shares | Defined | 2025-12-09 |
| 2021-12-31 | $1,795,533 | 18,829 | Shares | Defined | 2025-12-29 |
| 2021-09-30 | $1,500,052 | 17,809 | Shares | Defined | 2025-12-29 |