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Company Main View
Name:
Oxinas Partners Wealth Management LLC
City:
JEFFERSONVILLE
State:
IN
Zip:
47130
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
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$154,120,000
Total Value Change :
$13,155,000
Securities Held Change :
12
All Securities Held :
128
New Positions
:
14
Closed Positions
:
4
Increased Positions
:
53
Unchanged Positions
:
2
Decreased Positions
:
59
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
IVE
iShares S&P 500/BARRA Value
131
Closed
$183.37
$0
0
0%
-1,135,000
-6,529
0
Closed - End Fund - E...
LTHM
Livent Corp.
130
Closed
$0.00
$0
0
0%
-190,000
-10,542
0
N/A
IEF
iShares Lehman 7-10 Year Tr...
129
Closed
$93.13
$0
0
0%
-523,000
-5,421
0
Closed - End Fund - E...
USTB
Victoryshares Usaa Core Sho...
132
Closed
$0.00
$0
0
0%
-206,000
-4,157
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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