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Company Main View
Name:
DELTA FINANCIAL ADVISORS LLC
City:
NEW ORLEANS
State:
LA
Zip:
70139
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$252,731,000
Total Value Change :
$22,099,000
Securities Held Change :
-1
All Securities Held :
115
New Positions
:
2
Closed Positions
:
4
Increased Positions
:
62
Unchanged Positions
:
19
Decreased Positions
:
32
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
SNE
Sony Corporation (ADR)
118
Closed
$84.84
$0
0
0%
-309,000
-3,260
0
Electronic Equipment
BA
Boeing Co
117
Closed
$175.08
$0
0
0%
-859,000
-3,294
0
Aerospace/Defense - M...
AGG
iShares Barclays Agency Bond
116
Closed
$96.13
$0
0
0%
-204,000
-2,060
0
Closed - End Fund - E...
MMM
3M Co
119
Closed
$98.68
$0
0
0%
-1,038,000
-9,492
0
Conglomerates
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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