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  Name: GREENWICH WEALTH MANAGEMENT LLC
  City: GREENWICH
  State: CT
  Zip: 06830
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,255,504,000
  Total Value Change : $243,025,000
  Securities Held Change : 11
   
All Securities Held : 244
  New Positions : 20
  Closed Positions : 11
  Increased Positions : 106
  Unchanged Positions : 44
  Decreased Positions : 74

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (OMFL)1 Year Chart         OMFL Oppenheimer Russell 1000 Dy... 249 Closed $0.00 $0 0 0% -202,000 -3,927 0    N/A
   (GUNR)1 Year Chart         GUNR FlexShares Global Upstream ... 255 Closed $39.93 $0 0 0% -333,000 -8,140 0    N/A
   (MPW)1 Year Chart         MPW Medical Properties Trust Inc 248 Closed $4.85 $0 0 0% -56,000 -11,409 0    REIT - Healthcare Fac...
   (PTVE)1 Year Chart         PTVE Pactiv Evergreen Inc. 254 Closed $0.00 $0 0 0% -140,000 -10,193 0    N/A
   (LYV)1 Year Chart         LYV Live Nation Inc 247 Closed $88.75 $0 0 0% -216,000 -2,303 0    Business Services
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 253 Closed $77.34 $0 0 0% -645,000 -8,340 0    N/A
   (ANTM)1 Year Chart         ANTM Anthem Inc 246 Closed $534.81 $0 0 0% -202,000 -428 0    N/A
   (PLD)1 Year Chart         PLD ProLogis Inc 252 Closed $112.29 $0 0 0% -212,000 -1,589 0    REIT - Industrial
   (CALM)1 Year Chart         CALM Cal Maine Foods Inc 245 Closed $58.63 $0 0 0% -227,000 -3,949 0    Farm Products
   (INO)1 Year Chart         INO Inovio Biomedical Corp 251 Closed $0.58 $0 0 0% -16,000 -30,580 0    Medical Instruments &...
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 250 Closed $0.00 $0 0 0% -203,000 -1,600 0    Closed - End Fund - E...

      11 Records Found
  1    
Page 1 of 1
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