Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Marion Wealth Management
City:
MONROEVILLE
State:
PA
Zip:
15146
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 :
$335,018,000
Total Value Change :
$22,213,000
Securities Held Change :
3
All Securities Held :
121
New Positions
:
6
Closed Positions
:
4
Increased Positions
:
70
Unchanged Positions
:
15
Decreased Positions
:
30
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
BIV
Vanguard Intermediate-Term ...
125
Closed
$74.40
$0
0
0%
-4,777,000
-62,537
0
Closed - End Fund - Debt
LIT
Global X Lithium ETF
124
Closed
$43.46
$0
0
0%
-408,000
-8,004
0
Closed - End Fund - E...
QQQ
Invesco QQQ Trust Series I
123
Closed
$450.71
$0
0
0%
-221,000
-540
0
Closed - End Fund - Debt
COMT
iShares Commodities Select ...
122
Closed
$27.04
$0
0
0%
-3,689,000
-147,147
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us