Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Financial Guidance Group Inc.
  City: Palm Harbor
  State: FL
  Zip: 34683
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $154,032,000
  Total Value Change : $10,067,000
  Securities Held Change : 4
   
All Securities Held : 57
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 19
  Unchanged Positions : 19
  Decreased Positions : 14

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

   
Holdings Found : 13     View All Holdings Currently Viewing:  Decreased 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
   (QEFA)1 Year Chart         QEFA Spdr Msci Eafe Quality MixA 6 - $77.11 $8,966,000 117,838 5.82% 303,000 -703 0.131    N/A
   (QJUN)1 Year Chart         QJUN Ft Cboe Vest Growth100 Buff... 8 - $0.00 $6,444,000 252,624 4.18% 352,000 -252 0.281    N/A
   (FJUN)1 Year Chart         FJUN Ft Cboe Vest Us Equity Buff... 9 - $0.00 $5,563,000 118,308 3.61% 326,000 -304 1.315    N/A
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 11 - $81.30 $5,240,000 63,160 3.4% -74,000 -627 0.159    Closed - End Fund - E...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 13 - $154.46 $4,596,000 29,477 2.98% 47,000 -1,890 0.033    Closed - End Fund - E...
   (ARKW)1 Year Chart         ARKW Ark Etf Trust 15 - $77.52 $3,893,000 46,733 2.53% 304,000 -555 0.168    N/A
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 17 - $47.16 $3,580,000 81,263 2.32% 202,000 -1,303 0.04    N/A
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 22 - $123.79 $1,477,000 11,786 0.96% 39,000 -582 0.01    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 23 - $430.52 $1,312,000 3,118 0.85% 94,000 -120 0    Application Software
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 36 - $88.59 $542,000 6,250 0.35% -35,000 -1,150 0.001    N/A
   (BSY)1 Year Chart         BSY Bentley Systems Inc 37 - $53.25 $538,000 10,300 0.35% -93,000 -1,800 0.004    N/A
   (TBIL)1 Year Chart         TBIL Us Treasury 3 Month Bill Etf 39 - $0.00 $493,000 9,850 0.32% -6,000 -150 0.011    N/A
   (UTWO)1 Year Chart         UTWO Us Treasury 2 Year Note Etf 48 - $0.00 $297,000 6,170 0.19% -5,000 -79 0.069    N/A

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