Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Choice Wealth Advisors LLC
  City: WATERVILLE
  State: ME
  Zip: 04901
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $165,145,000
  Total Value Change : $3,648,000
  Securities Held Change : -2
   
All Securities Held : 26
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 8
  Unchanged Positions : 5
  Decreased Positions : 10

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 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
   (EXT)1 Year Chart         EXT WisdomTree Trust 31 Closed $50.79 $0 0 0% -211,000 -4,287 0    N/A
   (LMBS)1 Year Chart         LMBS First Trust Low Duration Mo... 30 Closed $0.00 $0 0 0% -1,741,000 -36,030 0    N/A
   (JMUB)1 Year Chart         JMUB Jpmorgan Municipal Etf 29 Closed $0.00 $0 0 0% -1,308,000 -25,676 0    N/A
   (JCPB)1 Year Chart         JCPB Jpmorgan Core Plus Bond Etf 28 Closed $0.00 $0 0 0% -1,550,000 -32,920 0    N/A
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 27 Closed $50.40 $0 0 0% -844,000 -16,801 0    N/A

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results