Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WEALTHSPAN PARTNERS LLC
  City: DAVENPORT
  State: IA
  Zip: 52807
   
Achive data
  View Filing Period:
  
 
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

                  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:  Closed 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
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 98 Closed $108.82 $0 0 0% -302,000 -2,792 0    Closed - End Fund - E...
   (PLD)1 Year Chart         PLD ProLogis Inc 101 Closed $104.75 $0 0 0% -322,000 -2,418 0    REIT - Industrial
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 100 Closed $108.98 $0 0 0% -237,000 -2,321 0    N/A
   (SLQD)1 Year Chart         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
Free Registration Required For Full Results