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Company Main View
Name:
Lauterbach Financial Advisors LLC
City:
EL PASO
State:
TX
Zip:
79902
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$152,363,000
Total Value Change :
$8,824,000
Securities Held Change :
-1
All Securities Held :
66
New Positions
:
2
Closed Positions
:
3
Increased Positions
:
26
Unchanged Positions
:
19
Decreased Positions
:
19
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New 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
PANW
Palo Alto Networks Inc
33
New
$311.44
$568,000
2,000
0.37%
568,000
2,000
0.001
Networking & Communic...
COIN
Coinbase Global, Inc.
56
New
$218.86
$255,000
963
0.17%
255,000
963
0.001
N/A
2
Records Found
1
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