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  Name: JOURNEY STRATEGIC WEALTH LLC
  City: SUMMIT
  State: NJ
  Zip: 07901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,259,770,000
  Total Value Change : $135,435,000
  Securities Held Change : 85
   
All Securities Held : 316
  New Positions : 92
  Closed Positions : 15
  Increased Positions : 119
  Unchanged Positions : 45
  Decreased Positions : 60

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Holdings Found : 15     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
   (RMBS)1 Year Chart         RMBS Rambus Inc 320 Closed $58.82 $0 0 0% -221,000 -3,231 0    Semiconductor - Memor...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 326 Closed $42.89 $0 0 0% -5,316,000 -126,032 0    N/A
   (BKCC)1 Year Chart         BKCC Blackrock Kelso Capital Corp 319 Closed $3.68 $0 0 0% -118,000 -30,415 0    Credit Services
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 325 Closed $54.32 $0 0 0% -277,000 -6,500 0    Copper
   (GNL)1 Year Chart         GNL Global Net Lease Inc 318 Closed $7.83 $0 0 0% -106,000 -10,627 0    N/A
   (USLM)1 Year Chart         USLM United States Lime & Minera... 324 Closed $361.99 $0 0 0% -277,000 -1,201 0    General Building Mate...
   (DISH)1 Year Chart         DISH Dish Network Corporation 330 Closed $5.77 $0 0 0% -67,000 -11,672 0    Electronic Equipment
   (EELV)1 Year Chart         EELV Invesco S&p Emerging Market... 317 Closed $23.52 $0 0 0% -254,000 -10,581 0    N/A
   (PDO)1 Year Chart         PDO Pimco Dynamic Income Opport... 323 Closed $0.00 $0 0 0% -196,000 -16,000 0    N/A
   (CEIX)1 Year Chart         CEIX Consol Energy Inc. 329 Closed $97.99 $0 0 0% -207,000 -2,058 0    N/A
   (CYTK)1 Year Chart         CYTK Cytokinetics Inc 316 Closed $60.14 $0 0 0% -243,000 -2,914 0    Biotechnology
   (PDI)1 Year Chart         PDI Pimco Dynamic Income Fund 322 Closed $0.00 $0 0 0% -547,000 -30,500 0    N/A
   (ABCB)1 Year Chart         ABCB Ameris Bancorp 328 Closed $49.68 $0 0 0% -203,000 -3,830 0    Domestic Regional Banks
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 321 Closed $64.40 $0 0 0% -358,000 -5,779 0    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 327 Closed $551.16 $0 0 0% -5,658,000 -11,152 0    Closed - End Fund - E...
      15 Records Found
  1    
Page 1 of 1
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