Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Ledge Wealth Management Inc.
  City: SARTELL
  State: MN
  Zip: 56377
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $257,243,000
  Total Value Change : $34,421,000
  Securities Held Change : 2
   
All Securities Held : 62
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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

   
Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged 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
   (VT)1 Year Chart         VT Vanguard Total World Stock ... - $112.77 $923,000 8,970 % 87,000 0 0    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust - $212.97 $531,000 2,779 % 55,000 0 0    N/A
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF - $26.43 $314,000 14,400 % 21,000 0 0    N/A
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust - $62.70 $273,000 4,912 % 28,000 0 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $476.72 $263,000 642 % 33,000 0 0    N/A

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