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  Name: FRG Family Wealth Advisors LLC
  City: Bellevue
  State: WA
  Zip: 98004
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $509,740,000
  Total Value Change : $16,797,000
  Securities Held Change : 233
   
All Securities Held : 376
  New Positions : 231
  Closed Positions : 1
  Increased Positions : 31
  Unchanged Positions : 58
  Decreased Positions : 56

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Holdings Found : 1     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
   (OKTA)1 Year Chart         OKTA Okta, Inc. 355 Closed $97.16 $0 0 0% -263,000 -2,900 0    N/A
      1 Records Found
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