MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP)

Historical Portfolio Holders for Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / SWP GROWTH & INC
Shares, excl. options Q3 2024
3.21M
Holdings value Q3 2024
$80.7M
Value change Q3 2024
+$80.7M
Grand Portfolio weight change Q3 2024
+0%
Number of holders
2
Number of buys Q3 2024
2
Number of sells Q3 2024
0
Average buys Q3 2024 %
+0.001%
Average sells Q3 2024 %
0
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 3.21M $80.7M +$80.7M $25.12 2