Corient Private Wealth
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Corient Private Wealth’s Latham Group SWIM Stock Holding History

Corient Private Wealth’s Portfolio SWIM Stock Details SWIM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-51,942
Closed -$145K – 2341
2023
Q3 		$145K Buy
+51,942
New +$145K ﹤0.01% 1972