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Company Main View
Name:
Peninsula Wealth LLC
City:
San Francisco
State:
CA
Zip:
94107
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$501,309,000
Total Value Change :
$16,615,000
Securities Held Change :
8
All Securities Held :
93
New Positions
:
8
Closed Positions
:
4
Increased Positions
:
37
Unchanged Positions
:
9
Decreased Positions
:
39
Download
Free Registration Required For Full Results
Holdings Found :
4
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
ESGU
Ishares Msci Usa Esg Optimized
97
Closed
$0.00
$0
0
0%
-390,000
-3,718
0
N/A
VTIP
Vanguard Short Term Inflati...
96
Closed
$48.35
$0
0
0%
-266,000
-5,609
0
N/A
FTY
iShares Trust
95
Closed
$52.81
$0
0
0%
-394,000
-7,258
0
Closed - End Fund - Debt
JNJ
Johnson & Johnson
94
Closed
$145.54
$0
0
0%
-209,000
-1,334
0
Drug Manufacturers - ...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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