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Company Main View
Name:
Fi3 FINANCIAL ADVISORS LLC
City:
Indianapolis
State:
IN
Zip:
46290
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$217,442,000
Total Value Change :
$7,567,000
Securities Held Change :
11
All Securities Held :
86
New Positions
:
15
Closed Positions
:
6
Increased Positions
:
39
Unchanged Positions
:
3
Decreased Positions
:
29
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Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged 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
NOTV
Inotiv Ord Shs
82
-
$2.12
$205,000
47,930
0.09%
29,000
0
0
Research Services
LRMR
Larimar Therapeutics Inc
84
-
$1.15
$198,000
25,448
0.09%
82,000
0
0.064
N/A
VXRT
Vaxart Inc
86
-
$0.86
$19,000
26,000
0.01%
4,000
0
0.024
Biotechnology
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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