POLEN GROWTH FUND - INS's ticker is and the CUSIP is 360873657. A total of 2 filers reported holding POLEN GROWTH FUND - INS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $243,000 | -25.0% | 6,797 | -1.1% | 0.02% | -14.3% |
| Q1 2022 | $324,000 | -39.8% | 6,871 | -30.4% | 0.03% | -36.4% |
| Q4 2021 | $538,000 | +19.6% | 9,871 | +18.3% | 0.04% | +10.0% |
| Q3 2021 | $450,000 | -47.7% | 8,342 | -48.9% | 0.04% | -4.8% |
| Q2 2021 | $860,000 | – | 16,326 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ORG Partners LLC | 72,579 | $2,687,576 | 0.79% |
| ENCOMPASS WEALTH ADVISORS, LLC | 23,216 | $859,468 | 0.29% |