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Company Main View
Name:
Roger Wittlin Investment Advisory LLC
City:
San Francisco
State:
CA
Zip:
94133
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 :
$142,604,000
Total Value Change :
$7,242,000
Securities Held Change :
5
All Securities Held :
46
New Positions
:
9
Closed Positions
:
4
Increased Positions
:
17
Unchanged Positions
:
2
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
PFFD
Global X Us Preferred Etf
50
Closed
$0.00
$0
0
0%
-400,000
-20,628
0
N/A
PFF
iShares S&P U.S. Preferred ...
49
Closed
$31.77
$0
0
0%
-742,000
-23,771
0
Closed - End Fund - E...
VGIT
Vanguard Intermediate -Ter
48
Closed
$58.24
$0
0
0%
-479,000
-8,076
0
Closed - End Fund - Debt
HYG
iShares iBoxx $ High Yield ...
47
Closed
$77.09
$0
0
0%
-516,000
-6,671
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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