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  Name: SWS Partners
  City: Columbus
  State: OH
  Zip: 43212
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $334,455,000
  Total Value Change : $27,647,000
  Securities Held Change : 2
   
All Securities Held : 114
  New Positions : 7
  Closed Positions : 5
  Increased Positions : 52
  Unchanged Positions : 3
  Decreased Positions : 52

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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 79 - $69.38 $1,415,000 20,846 0.42% 61,000 0 0.001    N/A
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... 102 - $31.50 $388,000 12,025 0.12% 13,000 0 0.002    Closed - End Fund - E...
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 108 - $106.98 $262,000 2,406 0.08% -4,000 0 0.001    Closed - End Fund - E...

      3 Records Found
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