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Lindsay Marie Rider

@Denver Pwm, Llc

Latest period2024 - Q3ReportedManaged Assets$263.304MTotal holdings159
Assets growth rate5.05%Assets growth rate (2-Q avg)0.97%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Denver Pwm, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Denver Pwm, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 263.304M in assets, with a quarterly growth rate of 5.05% and a 2-quarter average growth rate of 0.97%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHGSchwab Strategic Tr
Recent Activity
Increased 0.3%
9.06%
$23.852M
228,950 shares@ $104.19 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 1.96%
8.28%
$21.801M
530,192 shares@ $41.12 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 1.59%
7.05%
$18.539M
230,667 shares@ $80.38 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 2.8%
6.46%
$16.989M
204,460 shares@ $83.1 avg price
TOTLSsga Active Etf Tr
Recent Activity
Increased 3.53%
6.1%
$16.041M
387,475 shares@ $41.4 avg price
IBTEIshares Tr
Recent Activity
Increased 2.02%
5.94%
$15.629M
651,227 shares@ $24.0 avg price
IBTFIshares Tr
Recent Activity
Increased 4.49%
5.28%
$13.888M
593,001 shares@ $23.43 avg price
IBTGIshares Tr
Recent Activity
Increased 3.31%
5.03%
$13.234M
573,783 shares@ $23.07 avg price
IBTHIshares Tr
Recent Activity
Increased 3.73%
4.88%
$12.844M
567,452 shares@ $22.64 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 0.57%
4.04%
$10.626M
284,342 shares@ $37.38 avg price