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Company Main View
Name:
WEALTHSPAN PARTNERS LLC
City:
DAVENPORT
State:
IA
Zip:
52807
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 :
$169,698,000
Total Value Change :
$26,854,000
Securities Held Change :
15
All Securities Held :
97
New Positions
:
19
Closed Positions
:
4
Increased Positions
:
48
Unchanged Positions
:
12
Decreased Positions
:
18
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
IJR
iShares Core S&P Small-Cap
98
Closed
$108.82
$0
0
0%
-302,000
-2,792
0
Closed - End Fund - E...
PLD
ProLogis Inc
101
Closed
$104.75
$0
0
0%
-322,000
-2,418
0
REIT - Industrial
HDV
Ishares High Dividend Equit...
100
Closed
$108.98
$0
0
0%
-237,000
-2,321
0
N/A
SLQD
iShares 0-5 Year Investment...
99
Closed
$49.07
$0
0
0%
-310,000
-6,309
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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