Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: RBA Wealth Management LLC
  City: NEWPORT BEACH
  State: CA
  Zip: 92660
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $246,755,000
  Total Value Change : $17,685,000
  Securities Held Change : 1
   
All Securities Held : 91
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 50
  Unchanged Positions : 4
  Decreased Positions : 31

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

   
Holdings Found : 5     View All Holdings Currently Viewing:  Closed 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
   (VSH)1 Year Chart         VSH Vishay Intertechnology Inc 96 Closed $21.42 $0 0 0% -235,000 -9,789 0    Diversified Electronics
   (HAS)1 Year Chart         HAS Hasbro Inc 95 Closed $58.57 $0 0 0% -2,352,000 -46,061 0    Toys & Games
   (FWRD)1 Year Chart         FWRD Forward Air Corp 94 Closed $19.24 $0 0 0% -2,702,000 -42,981 0    Trucking
   (SRE)1 Year Chart         SRE Sempra Energy 93 Closed $71.98 $0 0 0% -227,000 -3,035 0    Electric Utilities
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 92 Closed $63.88 $0 0 0% -391,000 -4,823 0    Biotechnology

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results