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  Name: BSC PRIVATE WEALTH MANAGEMENT LLC
  City: Elgin
  State: IL
  Zip: 60124
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $937,646,000
  Total Value Change : $45,219,000
  Securities Held Change : 3
   
All Securities Held : 158
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 37
  Unchanged Positions : 26
  Decreased Positions : 89

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     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
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 163 Closed $50.05 $0 0 0% -204,000 -3,990 0    N/A
   (CRSP)1 Year Chart         CRSP Crispr Therapeutics Ag 162 Closed $54.76 $0 0 0% -209,000 -3,337 0    N/A
   (CGEN)1 Year Chart         CGEN Compugen Ltd (USA) 161 Closed $1.86 $0 0 0% -24,000 -11,905 0    Biotechnology
   (CVNA)1 Year Chart         CVNA Carvana Co. 160 Closed $115.03 $0 0 0% -309,000 -5,840 0    N/A
   (MINT)1 Year Chart         MINT Pimco ETF Trust 159 Closed $100.48 $0 0 0% -2,110,000 -21,148 0    Closed - End Fund - Debt

      5 Records Found
  1    
Page 1 of 1
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