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  Name: Elmwood Wealth Management Inc.
  City: BERKELEY
  State: CA
  Zip: 94710
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $233,662,000
  Total Value Change : $91,101,000
  Securities Held Change : 18
   
All Securities Held : 122
  New Positions : 11
  Closed Positions : 2
  Increased Positions : 98
  Unchanged Positions : 1
  Decreased Positions : 12

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Holdings Found : 1     View All Holdings Currently Viewing:  Unchanged 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
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 92 - $527.80 $541,000 1,035 0.23% 49,000 0 0    Closed - End Fund - E...

      1 Records Found
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