Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Dean Jacobson Financial Services LLC
  City: FORT WORTH
  State: TX
  Zip: 76107
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $123,453,000
  Total Value Change : $6,327,000
  Securities Held Change : 3
   
All Securities Held : 13
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 8
  Unchanged Positions : 2
  Decreased Positions : 3

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

   
Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged 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
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 6 - $6.30 $372,000 62,799 0.3% 16,000 0 0.07    N/A
   (SMMU)1 Year Chart         SMMU Pimco Short Term Municipal ... 9 - $49.62 $225,000 4,503 0.18% 0 0 0.005    Closed - End Fund - E...

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