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Company Main View
Name:
Taddei Ludwig & Associates Inc.
City:
SAN RAFAEL
State:
CA
Zip:
94901
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
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$406,626,000
Total Value Change :
$29,332,000
Securities Held Change :
1
All Securities Held :
76
New Positions
:
4
Closed Positions
:
3
Increased Positions
:
30
Unchanged Positions
:
15
Decreased Positions
:
27
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
BA
Boeing Co
79
Closed
$174.52
$0
0
0%
-249,000
-955
0
Aerospace/Defense - M...
VTV
Vanguard Value VIPERS
78
Closed
$160.85
$0
0
0%
-203,000
-1,360
0
Closed - End Fund - E...
VYM
Vanguard High Dividend Yiel...
77
Closed
$119.38
$0
0
0%
-217,000
-1,946
0
Closed - End Fund - Debt
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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