Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: DENVER WEALTH MANAGEMENT INC.
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80999
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $195,916,000
  Total Value Change : $19,168,000
  Securities Held Change : 5
   
All Securities Held : 80
  New Positions : 8
  Closed Positions : 3
  Increased Positions : 22
  Unchanged Positions : 3
  Decreased Positions : 47

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  New 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
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 9 New $49.17 $5,645,000 112,681 2.88% 5,645,000 112,681 0.004    Closed - End Fund - E...
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 22 New $91.39 $1,438,000 15,150 0.73% 1,438,000 15,150 0.003    Closed - End Fund - E...
   (XCEM)1 Year Chart         XCEM Columbia Em Core Ex China Etf 36 New $0.00 $863,000 27,755 0.44% 863,000 27,755 0.031    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 48 New $0.00 $494,000 8,582 0.25% 494,000 8,582 0.001    N/A
   (SIVR)1 Year Chart         SIVR Aberdeen Standard Physical ... 58 New $27.89 $359,000 15,061 0.18% 359,000 15,061 0    Closed - End Fund - Debt
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 66 New $45.36 $289,000 6,565 0.15% 289,000 6,565 0.003    N/A
   (JPEF)1 Year Chart         JPEF Jpmorgan Equity Focus Etf 71 New $0.00 $264,000 4,418 0.13% 264,000 4,418 0.049    N/A
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 72 New $26.67 $263,000 11,558 0.13% 263,000 11,558 0.002    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results