Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: COOK WEALTH MANAGEMENT GROUP LLC
  City: RALEIGH
  State: NC
  Zip: 27607
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $166,273,000
  Total Value Change : $8,504,000
  Securities Held Change : 2
   
All Securities Held : 55
  New Positions : 4
  Closed Positions : 3
  Increased Positions : 25
  Unchanged Positions : 9
  Decreased Positions : 17

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

   
Holdings Found : 4     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
   (ERIE)1 Year Chart         ERIE Erie Indemnity Co 10 New $362.43 $4,292,000 11,149 2.58% 4,292,000 11,149 0.021    Property & Casualty I...
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm 46 New $27.82 $262,000 9,500 0.16% 262,000 9,500 0.001    Closed - End Fund - E...
   (DIS)1 Year Chart         DIS Walt Disney Co 48 New $103.91 $235,000 2,088 0.14% 235,000 2,088 0    Entertainment - Diver...
   (BAC)1 Year Chart         BAC Bank of America Corp 49 New $39.99 $231,000 6,264 0.14% 231,000 6,264 0    Domestic Money Center...

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