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Company Main View
Name:
Kerntke Otto McGlone Wealth Management Group
City:
Appleton
State:
WI
Zip:
54913
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 :
$101,576,000
Total Value Change :
$1,401,000
Securities Held Change :
6
All Securities Held :
70
New Positions
:
8
Closed Positions
:
3
Increased Positions
:
21
Unchanged Positions
:
3
Decreased Positions
:
38
Download
Free Registration Required For Full Results
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
IYR
iShares Dow Jones US Real E...
73
Closed
$86.94
$0
0
0%
-1,765,000
-19,308
0
Closed - End Fund - E...
PFE
Pfizer Inc
72
Closed
$29.60
$0
0
0%
-213,000
-7,387
0
Drug Manufacturers - ...
IVE
iShares S&P 500/BARRA Value
71
Closed
$185.37
$0
0
0%
-232,000
-1,336
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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