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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
SMLFIshares Tr
Recent Activity
New Position
3.07%
$8.067M
121,585 shares@ $66.36 avg price
IBHFIshares Tr
Recent Activity
New Position
0.06%
$135,746
5,799 shares@ $23.41 avg price
SVIXVs Trust
Recent Activity
New Position
0.03%
$54,140
2,000 shares@ $27.07 avg price
INTUIntuit
Recent Activity
New Position
0.02%
$31,671
51 shares@ $621.0 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$24,188
750 shares@ $32.26 avg price
BSJRInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$20,762
915 shares@ $22.7 avg price
AAPUDirexion Shs Etf Tr
Recent Activity
New Position
0.01%
$12,785
336 shares@ $38.06 avg price