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  Name: Archetype Wealth Partners LLC
  City: HOUSTON
  State: TX
  Zip: 77019
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $599,823,000
  Total Value Change : $50,790,000
  Securities Held Change : 36
   
All Securities Held : 144
  New Positions : 38
  Closed Positions : 3
  Increased Positions : 42
  Unchanged Positions : 31
  Decreased Positions : 33

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     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
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 147 Closed $136.34 $0 0 0% -254,000 -1,979 0    Business Services
   (WPC)1 Year Chart         WPC WP Carey & Co 146 Closed $56.78 $0 0 0% -221,000 -3,414 0    Property Management
   (XLC)1 Year Chart         XLC Communication Services Sele... 145 Closed $82.95 $0 0 0% -222,000 -3,056 0    N/A

      3 Records Found
  1    
Page 1 of 1
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