Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: PACK Private Wealth LLC
  City: WAYZATA
  State: MN
  Zip: 55391
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $159,165,000
  Total Value Change : $10,735,000
  Securities Held Change : 3
   
All Securities Held : 40
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 13
  Unchanged Positions : 21
  Decreased Positions : 4

                  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:  Decreased 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
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 13 - $43.22 $1,857,000 45,197 1.17% -1,051,000 -27,126 0.001    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 14 - $86.90 $1,454,000 17,221 0.91% 148,000 -167 0.003    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 23 - $190.90 $442,000 2,579 0.28% -58,000 -18 0    Personal Computers
   (VIOO)1 Year Chart         VIOO Vanguard S&P Small-Cap 600 Etf 24 - $100.51 $429,000 4,228 0.27% -179,000 -1,901 0.032    N/A

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