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Company Main View
Name:
H&H Retirement Design & Management INC
City:
LAS VEGAS
State:
NV
Zip:
89135
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
2020-09-30
2020-06-30
2020-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$151,456,000
Total Value Change :
$-7,300,000
Securities Held Change :
23
All Securities Held :
84
New Positions
:
26
Closed Positions
:
4
Increased Positions
:
6
Unchanged Positions
:
9
Decreased Positions
:
43
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
VOO
Vanguard S&P 500 Etf
88
Closed
$491.55
$0
0
0%
-302,000
-660
0
Closed - End Fund - E...
DIA
Diamonds Trust
87
Closed
$388.53
$0
0
0%
-280,000
-722
0
Closed - End Fund - E...
VFH
Vanguard Financial VIPERS
86
Closed
$100.22
$0
0
0%
-223,000
-2,366
0
Closed - End Fund - E...
VWO
Vanguard Emerging Markets S...
85
Closed
$43.38
$0
0
0%
-218,000
-5,381
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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