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See what stocks and ETFs funds are collectively bullish/bearish on
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Explore the largest stock and ETF buys and sells made by funds
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Stock index based on fund manager consensus updated each quarter
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SWRP
DAICW
Summit Wealth & Retirement Planning’s
CID HoldCo Inc Warrants
DAICW
Stock Holding History
Summit Wealth & Retirement Planning’s Portfolio
DAICW Stock Details
DAICW Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
2025
Q4
$1.48K
Hold
2025
Q3
$2.81K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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