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Company Main View
Name:
SWMG LLC
City:
FORT WORTH
State:
TX
Zip:
76102
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$222,136,000
Total Value Change :
$12,338,000
Securities Held Change :
0
All Securities Held :
97
New Positions
:
11
Closed Positions
:
11
Increased Positions
:
46
Unchanged Positions
:
3
Decreased Positions
:
37
Download
Free Registration Required For Full Results
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
FSEP
First Tr Exchng Traded Fd Vi
49
-
$0.00
$577,000
13,584
0.26%
30,000
0
0.151
N/A
FJUN
Ft Cboe Vest Us Equity Buff...
50
-
$0.00
$573,000
12,178
0.26%
35,000
0
0.135
N/A
CION
Cion Investment Corp
94
-
$12.41
$213,000
19,374
0.1%
-6,000
0
0.034
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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