Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: LifeGuide Financial Advisors LLC
  City: MECHANICSBURG
  State: PA
  Zip: 17055
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $198,527,000
  Total Value Change : $9,335,000
  Securities Held Change : -2
   
All Securities Held : 41
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 20
  Unchanged Positions : 6
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (TMV)1 Year Chart         TMV Direxion Shares Exchange Tr... 15 New $4.84 $1,289,000 23,650 0.65% 1,289,000 23,650 0.122    Closed - End Fund - Debt
   (FB)1 Year Chart         FB Meta Platforms Inc 39 New $495.06 $206,000 425 0.1% 206,000 425 0    Internet Service Prov...

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