Spend Life Wisely Funds Invt (SLWS) institutional ownership
SPEND LIFE WISELY FUNDS INVT · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 45,965 |
| Reported value | $4.6m |
| Quarter flows | 1 new, 4 added, 0 trimmed, 0 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Delos Wealth Advisors, LLC | 30,535 | $3.1m | 1.6% |
| ENVESTNET ASSET MANAGEMENT INC | 5,233 | $528,614 | 0.0% |
| MML INVESTORS SERVICES, LLC | 5,214 | $526,714 | 0.0% |
| JANE STREET GROUP, LLC | 4,981 | $503,198 | 0.0% |
| UBS Group AG | 2 | $202 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SLWS"). SLWS price history · All 13F data