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Company Main View
Name:
Tanager Wealth Management LLP
City:
Goring On Thames
State:
X0
Zip:
EC4V 6AW
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
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$619,208,000
Total Value Change :
$69,489,000
Securities Held Change :
8
All Securities Held :
87
New Positions
:
9
Closed Positions
:
4
Increased Positions
:
36
Unchanged Positions
:
16
Decreased Positions
:
26
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed 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
COST
Costco Wholesale Corp
87
Closed
$815.34
$0
0
0%
-248,000
-367
0
Discount, Variety Stores
FTSL
First Trust Senior Loan Fund
86
Closed
$46.00
$0
0
0%
-248,000
-5,386
0
N/A
V
Visa Inc
85
Closed
$271.30
$0
0
0%
-203,000
-779
0
Business Services
ADBE
Adobe Systems Inc
84
Closed
$445.87
$0
0
0%
-225,000
-377
0
Application Software
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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