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Rise Advisors’s Latham Group SWIM Stock Holding History

Rise Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-159
Closed -$1.02K – 1643
2025
Q1 		$1.02K Buy
+159
New +$1.02K ﹤0.01% 1252