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Company Main View
Name:
First National Advisers LLC
City:
OMAHA
State:
NE
Zip:
68154
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 :
$446,887,000
Total Value Change :
$99,465,000
Securities Held Change :
49
All Securities Held :
203
New Positions
:
43
Closed Positions
:
2
Increased Positions
:
144
Unchanged Positions
:
8
Decreased Positions
:
8
Download
Free Registration Required For Full Results
Holdings Found :
2
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
JEPI
Jpmorgan Equity Premium Inc...
205
Closed
$0.00
$0
0
0%
-8,375,000
-152,329
0
N/A
BND
Vanguard Total Bond Market ETF
204
Closed
$71.72
$0
0
0%
-2,552,000
-34,691
0
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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