Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Members Advisory Group LLC
  City: WILLIAMSVILLE
  State: NY
  Zip: 14221
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $176,469,000
  Total Value Change : $6,649,000
  Securities Held Change : 6
   
All Securities Held : 26
  New Positions : 8
  Closed Positions : 2
  Increased Positions : 6
  Unchanged Positions : 2
  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 : 8     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
   (PFE)1 Year Chart         PFE Pfizer Inc 15 New $28.66 $584,000 21,051 0.33% 584,000 21,051 0    Drug Manufacturers - ...
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 16 New $0.00 $466,000 8,594 0.26% 466,000 8,594 0.01    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 18 New $205.77 $386,000 1,834 0.22% 386,000 1,834 0    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 21 New $109.65 $276,000 2,498 0.16% 276,000 2,498 0    Closed - End Fund - E...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 23 New $81.91 $254,000 3,016 0.14% 254,000 3,016 0.001    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 24 New $192.25 $220,000 1,285 0.12% 220,000 1,285 0    Personal Computers
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 25 New $176.44 $214,000 1,184 0.12% 214,000 1,184 0    Internet Software & S...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 26 New $207.58 $206,000 1,000 0.12% 206,000 1,000 0    Insurance Brokers

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