Strategic Wealth Partners, Ltd. SWP Holdings History
Strategic Wealth Partners, Ltd.'s SWP Growth & Income ETF Holding Summary
As of 2024-12-31, Strategic Wealth Partners, Ltd. held 3.23 Mil shares of SWP Growth & Income ETF(SWP), totaling $85.56 Mil. This investment constitutes 7.08% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 95.81% of the outstanding SWP Growth & Income ETF(SWP) stock.
The initial trade took place in 2024Q3. And since then Strategic Wealth Partners, Ltd. has made 2 purchases of SWP, at an average price of $25.12, for a total of 3.23 Mil shares. Based on historical transaction data and SWP's current price of $27.00, Strategic Wealth Partners, Ltd.'s estimated gain on his SWP holdings is $6.06 Mil, reflecting a 7.47% gain to date.
Strategic Wealth Partners, Ltd. SWP ($27.00) Holding Chart
Strategic Wealth Partners, Ltd. SWP ($27.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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