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Company Main View
Name:
TCWP LLC
City:
TAMPA
State:
FL
Zip:
33607
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$37,594,000
Total Value Change :
$2,202,000
Securities Held Change :
2
All Securities Held :
56
New Positions
:
5
Closed Positions
:
3
Increased Positions
:
18
Unchanged Positions
:
7
Decreased Positions
:
26
Download
Free Registration Required For Full Results
Holdings Found :
3
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
TFLO
Ishares Treasury Floating R...
57
Closed
$0.00
$0
0
0%
-203,000
-4,030
0
N/A
PANW
Palo Alto Networks Inc
59
Closed
$301.90
$0
0
0%
-212,000
-720
0
Networking & Communic...
MBB
iShares Barclays MBS Bond
58
Closed
$91.22
$0
0
0%
-227,000
-2,411
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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