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Company Main View
Name:
Transparent Wealth Partners LLC
City:
LITTLE ROCK
State:
AR
Zip:
72205
Achive data
View Filing Period:
Current Quarter
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-03-31
Total Value :
$136,818,000
Total Value Change :
$9,011,000
Securities Held Change :
1
All Securities Held :
32
New Positions
:
1
Closed Positions
:
0
Increased Positions
:
20
Unchanged Positions
:
3
Decreased Positions
:
8
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
BRK.B
Berkshire Hathaway B
22
-
$413.72
$487,000
1,576
0.36%
0
0
0
Property & Casualty I...
PRF
Invesco FTSE RAFI US
25
-
$36.69
$399,000
2,543
0.29%
4,000
0
0.001
Closed - End Fund - E...
RIG
Transocean Inc
32
-
$5.40
$64,000
10,000
0.05%
18,000
0
0.002
Oil & Gas Drilling & ...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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