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Swan Defined Risk I
Swan Defined Risk I . Institutional holdings reported to the SEC.
Institutional Holders (2016Q3)
Portfolio Summary: 2 Institutional holders with a total value of $105,376,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Hartford Financial Management Inc. 15,710 185,000 0.18%
2 Freedom Investment Management, Inc. 8,906,926 105,191,000 99.82%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.