Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Stonebridge Financial Planning Group LLC
City:
ORLANDO
State:
FL
Zip:
32801
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
2022-03-31
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$189,120,000
Total Value Change :
$15,361,000
Securities Held Change :
3
All Securities Held :
151
New Positions
:
8
Closed Positions
:
5
Increased Positions
:
48
Unchanged Positions
:
27
Decreased Positions
:
68
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
BA
Boeing Co
154
Closed
$174.52
$0
0
0%
-252,000
-965
0
Aerospace/Defense - M...
VEGI
Ishares Msci Global Agricul...
153
Closed
$37.09
$0
0
0%
-218,000
-5,715
0
N/A
TFLO
Ishares Treasury Floating R...
152
Closed
$0.00
$0
0
0%
-201,000
-3,980
0
N/A
XLU
SPDR Utilities Select
156
Closed
$71.50
$0
0
0%
-234,000
-3,695
0
Closed - End Fund - E...
XLF
SPDR Financial Sector
155
Closed
$41.61
$0
0
0%
-226,000
-5,998
0
Closed - End Fund - E...
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us