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  Name: Strategic Wealth Designers
  City: Louisville
  State: KY
  Zip: 40222
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $665,329,000
  Total Value Change : $113,635,000
  Securities Held Change : 28
   
All Securities Held : 130
  New Positions : 24
  Closed Positions : 3
  Increased Positions : 80
  Unchanged Positions : 8
  Decreased Positions : 18

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Holdings Found : 3     View All Holdings Currently Viewing:  Closed 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
   (VVOS)1 Year Chart         VVOS Vivos Therapeutics, Inc. 131 Closed $0.00 $0 0 0% -619,000 -3,219,705 0    N/A
   (CANOQ)1 Year Chart         CANOQ Cano Health, Inc 130 Closed $0.11 $0 0 0% -16,000 -64,991 0    N/A
   (NKE)1 Year Chart         NKE Nike Inc B 129 Closed $90.94 $0 0 0% -1,093,000 -11,436 0    Textile - Apparel Foo...

      3 Records Found
  1    
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