Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: N.E.W. Advisory Services LLC
  City: De Pere
  State: WI
  Zip: 54115
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $901,384,000
  Total Value Change : $74,023,000
  Securities Held Change : 11
   
All Securities Held : 173
  New Positions : 14
  Closed Positions : 4
  Increased Positions : 92
  Unchanged Positions : 21
  Decreased Positions : 46

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

    
Holdings Found : 14     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
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 103 New $0.00 $500,000 7,919 0.06% 500,000 7,919 0.002    N/A
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 123 New $234.01 $355,000 1,572 0.04% 355,000 1,572 0.013    Closed - End Fund - E...
   (GE)1 Year Chart         GE General Electric Co 141 New $165.14 $275,000 1,565 0.03% 275,000 1,565 0    Conglomerates
   (AIRR)1 Year Chart         AIRR First Trust Rba American In... 151 New $72.72 $244,000 3,622 0.03% 244,000 3,622 0.004    N/A
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 152 New $27.76 $242,000 10,639 0.03% 242,000 10,639 0.002    Closed - End Fund - E...
   (LAMR)1 Year Chart         LAMR Lamar Advertising Co 155 New $118.11 $232,000 1,939 0.03% 232,000 1,939 0.002    Marketing Services
   (ALL)1 Year Chart         ALL Allstate Corp 159 New $167.52 $223,000 1,288 0.02% 223,000 1,288 0    Property & Casualty I...
   (MET)1 Year Chart         MET MetLife Inc 160 New $72.37 $219,000 2,950 0.02% 219,000 2,950 0.002    Life & Health Insurance
   (DIS)1 Year Chart         DIS Walt Disney Co 162 New $103.91 $219,000 1,793 0.02% 219,000 1,793 0    Entertainment - Diver...
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 161 New $0.00 $219,000 4,831 0.02% 219,000 4,831 0    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 165 New $250.22 $204,000 784 0.02% 204,000 784 0.001    Closed - End Fund - E...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 167 New $64.56 $203,000 2,639 0.02% 203,000 2,639 0    N/A
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS 166 New $157.43 $203,000 1,421 0.02% 203,000 1,421 0.005    Closed - End Fund - E...
   (OPK)1 Year Chart         OPK Opko Health Inc 173 New $1.37 $30,000 24,945 0% 30,000 24,945 0.004    Drug Manufacturers - ...
      14 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