Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: INVESTMENT PARTNERS LTD /OH/ /ADV
  City: NEW PHILADELPHIA
  State: OH
  Zip: 44663-0309
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $220,544,000
  Total Value Change : $17,411,000
  Securities Held Change : 9
   
All Securities Held : 142
  New Positions : 12
  Closed Positions : 3
  Increased Positions : 68
  Unchanged Positions : 22
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 89 New $351.47 $524,000 1,636 0.24% 524,000 1,636 0.001    N/A
   (PRK)1 Year Chart         PRK Park National Corp 106 New $136.76 $378,000 2,780 0.17% 378,000 2,780 0.017    Domestic Regional Banks
   (BLK)1 Year Chart         BLK BlackRock Inc A 107 New $781.90 $375,000 450 0.17% 375,000 450 0    Investment Brokerage ...
   (J)1 Year Chart         J Jacobs Solutions Inc 125 New $140.50 $272,000 1,771 0.12% 272,000 1,771 0.001    Heavy Construction
   (GE)1 Year Chart         GE General Electric Co 129 New $167.33 $257,000 1,465 0.12% 257,000 1,465 0    Conglomerates
   (DWX)1 Year Chart         DWX Spdr S&P Intl Divd 132 New $35.23 $230,000 6,537 0.1% 230,000 6,537 0.04    Closed - End Fund - E...
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 133 New $75.87 $218,000 2,980 0.1% 218,000 2,980 0    Closed - End Fund - E...
   (EMN)1 Year Chart         EMN Eastman Chemical Co 135 New $100.23 $210,000 2,100 0.1% 210,000 2,100 0.002    Diversified Chemicals
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 136 New $88.83 $210,000 2,213 0.1% 210,000 2,213 0    Closed - End Fund - E...
   (AFL)1 Year Chart         AFL AFLAC Inc 137 New $87.69 $207,000 2,416 0.09% 207,000 2,416 0    Life & Health Insurance
   (ETN)1 Year Chart         ETN Eaton Corp 138 New $340.89 $205,000 656 0.09% 205,000 656 0    Diversified Machinery
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 139 New $240.07 $203,000 758 0.09% 203,000 758 0    Diversified Machinery

      12 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results