Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Highland Financial Advisors LLC
City:
WAYNE
State:
NJ
Zip:
07470
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
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$249,876,000
Total Value Change :
$19,839,000
Securities Held Change :
0
All Securities Held :
54
New Positions
:
3
Closed Positions
:
3
Increased Positions
:
18
Unchanged Positions
:
14
Decreased Positions
:
19
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed 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
BNDX
Vanguard Total Internationa...
52
Closed
$48.53
$0
0
0%
-210,000
-4,251
0
N/A
SCHH
Schwab Us Reit
51
Closed
$19.70
$0
0
0%
-264,000
-12,742
0
N/A
BANC
First Pactrust Bancorp Inc
50
Closed
$13.04
$0
0
0%
-207,000
-15,439
0
Domestic Regional Banks
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us