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Company Main View
Name:
BCGM Wealth Management LLC
City:
LAFAYETTE
State:
IN
Zip:
47901
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 :
$278,604,000
Total Value Change :
$33,018,000
Securities Held Change :
11
All Securities Held :
145
New Positions
:
13
Closed Positions
:
2
Increased Positions
:
65
Unchanged Positions
:
30
Decreased Positions
:
37
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Free Registration Required For Full Results
Holdings Found :
2
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
HDV
Ishares High Dividend Equit...
147
Closed
$110.06
$0
0
0%
-227,000
-2,225
0
N/A
EJAN
Innovator Msci Emerging Mar...
146
Closed
$0.00
$0
0
0%
-293,000
-10,215
0
N/A
2
Records Found
1
Page 1 of 1
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Summary:
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