Strategic Wealth Partners’s Factset FDS Stock Holding History

Strategic Wealth Partners’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.2K	Hold
2025 Q2	$8.12K	Buy
2024 Q2	–	Sell
2024 Q1	$816K	Buy
2023 Q4	$792K	Sell
2023 Q3	$2.87M	Buy
2023 Q2	$1.62M	Buy