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Company Main View
Name:
GREENUP STREET WEALTH MANAGEMENT LLC
City:
Ann Arbor
State:
MI
Zip:
48104
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
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$398,307,000
Total Value Change :
$38,740,000
Securities Held Change :
-5
All Securities Held :
79
New Positions
:
9
Closed Positions
:
17
Increased Positions
:
37
Unchanged Positions
:
3
Decreased Positions
:
30
Download
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
WELL
Welltower Inc
60
-
$100.87
$614,000
6,570
0.15%
22,000
0
0.001
REIT - Healthcare Fac...
ACWI
iShares MSCI ACWI Index
66
-
$111.70
$354,000
3,216
0.09%
27,000
0
0.002
Closed - End Fund - E...
GNTX
Gentex Corp
75
-
$34.55
$251,000
6,957
0.06%
24,000
0
0.003
Auto Parts
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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