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Company Main View
Name:
Cordatus Wealth Management LLC
City:
NEWTOWN
State:
PA
Zip:
18940
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
2021-03-31
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$137,959,000
Total Value Change :
$17,141,000
Securities Held Change :
5
All Securities Held :
60
New Positions
:
9
Closed Positions
:
6
Increased Positions
:
29
Unchanged Positions
:
2
Decreased Positions
:
20
Download
Free Registration Required For Full Results
Holdings Found :
2
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
GS
Goldman Sachs Group Inc
45
-
$462.38
$376,000
900
0.27%
29,000
0
0
Investment Brokerage ...
BKLN
Powershares Senior Loan Por...
59
-
$21.08
$216,000
10,203
0.16%
0
0
0.003
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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