Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: ACIMA PRIVATE WEALTH LLC
  City: RICHMOND
  State: VA
  Zip: 23226
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $271,239,000
  Total Value Change : $15,110,000
  Securities Held Change : -42
   
All Securities Held : 198
  New Positions : 2
  Closed Positions : 44
  Increased Positions : 32
  Unchanged Positions : 125
  Decreased Positions : 39

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

    
Holdings Found : 2     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
   (JPGB)1 Year Chart         JPGB Jpmorgan Global Bond Opport... 4 New $0.00 $13,027,000 273,556 4.8% 13,027,000 273,556 3.04    N/A
   (FLIA)1 Year Chart         FLIA Franklin Liberty Internatio... 28 New $0.00 $2,320,000 114,660 0.86% 2,320,000 114,660 0.127    N/A
      2 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us