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Company Main View
Name:
Treasure Coast Financial Planning
City:
VERO BEACH
State:
FL
Zip:
32963
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 :
$152,934,000
Total Value Change :
$9,548,000
Securities Held Change :
4
All Securities Held :
34
New Positions
:
4
Closed Positions
:
0
Increased Positions
:
16
Unchanged Positions
:
1
Decreased Positions
:
13
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Free Registration Required For Full Results
Holdings Found :
1
View All Holdings
Currently Viewing:
Unchanged 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
FTHI
First Trust High Income
27
-
$0.00
$319,000
14,175
0.21%
16,000
0
0
N/A
1
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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