WMP
SWAV

Wealth Management Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Wealth Management Partners’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,984
Closed -$1.3M – 121
2024
Q1 		$1.3M Buy
3,984
+115
+3% +$28.2K 0.66% 34
2023
Q4 		$737K Sell
3,869
-800
-17% -$151K 0.41% 50
2023
Q3 		$930K Buy
4,669
+756
+19% +$179K 0.58% 37
2023
Q2 		$1.12M Sell
3,913
-1,649
-30% -$458K 0.7% 29
2023
Q1 		$1.21M Buy
5,562
+562
+11% +$110K 0.84% 25
2022
Q4 		$925K Buy
5,000
+2,000
+67% +$506K 0.77% 31
2022
Q3 		$739K Buy
3,000
+1,000
+50% +$254K 0.65% 39
2022
Q2 		$385K Buy
+2,000
New +$353K 0.34% 61

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return