SWM
FDS icon

Segment Wealth Management’s Factset FDS Stock Holding History

Segment Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$288K Hold
644
– – 0.02% 248
2025
Q1 		$293K Buy
+644
New +$293K 0.02% 241